Envestnet Portfolio Solutions’s iShares US Energy ETF IYE Stock Holding History

Envestnet Portfolio Solutions’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,294	Closed	-$212K	–	1664
2024 Q1	$212K	Sell	4,294 -964	-18%	-$43.4K	﹤0.01%	1538
2023 Q4	$232K	Buy	+5,258	New	+$236K	﹤0.01%	1428

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions's IYE Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of iShares US Energy ETF (IYE) in Q2 2024, closing a stake of 4,294 shares — an estimated $212K sold.

Envestnet Portfolio Solutions first reported a position in IYE in Q4 2023 and held it in 2 quarters. The position peaked at $232K in Q4 2023. 297 funds tracked by Wall St. Rank hold IYE as of Q2 2024.

Envestnet Portfolio Solutions reported no remaining iShares US Energy ETF position as of Q2 2024 after selling out during the quarter.
Envestnet Portfolio Solutions sold 4,294 iShares US Energy ETF shares in Q2 2024, an estimated $212K.
Envestnet Portfolio Solutions first reported a position in iShares US Energy ETF in Q4 2023 and held it in 2 quarters.
Envestnet Portfolio Solutions's iShares US Energy ETF position peaked at $232K in Q4 2023.
297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.