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GeoWealth Management’s iShares US Energy ETF IYE Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-47
Closed -$2.14K – 1451
2024
Q4 		$2.14K Buy
47
+28
+147% +$1.34K ﹤0.01% 1645
2024
Q3 		$881 Buy
+19
New +$895 ﹤0.01% 1604

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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

GeoWealth Management's IYE Position: Q1 2025 in Review

GeoWealth Management sold out of iShares US Energy ETF (IYE) in Q1 2025, closing a stake of 47 shares — an estimated $2.14K sold.

GeoWealth Management first reported a position in IYE in Q3 2024 and held it in 2 quarters. The position peaked at $2.14K in Q4 2024. 297 funds tracked by Wall St. Rank hold IYE as of Q1 2025.

  • GeoWealth Management reported no remaining iShares US Energy ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 47 iShares US Energy ETF shares in Q1 2025, an estimated $2.14K.
  • GeoWealth Management first reported a position in iShares US Energy ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's iShares US Energy ETF position peaked at $2.14K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.