EWM
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Evermay Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Evermay Wealth Management’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
2022
Q1 		– Sell
-40
Closed -$1K – 555
2021
Q4 		$1K Buy
+40
New +$1.23K ﹤0.01% 492

Other funds holding IYE

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Evermay Wealth Management's IYE Position: Q1 2022 in Review

Evermay Wealth Management sold out of iShares US Energy ETF (IYE) in Q1 2022, closing a stake of 40 shares — an estimated $1K sold.

Evermay Wealth Management first reported a position in IYE in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 389 funds tracked by Wall St. Rank hold IYE as of Q1 2022.

  • Evermay Wealth Management reported no remaining iShares US Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 40 iShares US Energy ETF shares in Q1 2022, an estimated $1K.
  • Evermay Wealth Management first reported a position in iShares US Energy ETF in Q4 2021 and held it in 1 quarter.
  • Evermay Wealth Management's iShares US Energy ETF position peaked at $1K in Q4 2021.
  • 389 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2022.

Based on Evermay Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.