Guidance Point Advisors’s iShares US Energy ETF IYE Stock Holding History

Guidance Point Advisors’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
2023 Q4	–	Sell	-4,413	Closed	-$209K	–	71
2023 Q3	$209K	Buy	+4,413	New	+$204K	0.09%	69
2023 Q1	–	Sell	-4,348	Closed	-$202K	–	79
2022 Q4	$202K	Buy	+4,348	New	+$203K	0.09%	74
2021 Q4	–	Sell	-5,390	Closed	-$152K	–	243
2021 Q3	$152K	Buy	+5,390	New	+$145K	0.06%	96
2020 Q1	–	Sell	-8,128	Closed	-$261K	–	69
2019 Q4	$261K	Sell	8,128 -4,324	-35%	-$137K	0.13%	60
2019 Q3	$395K	Buy	12,452 +1,394	+13%	+$45.3K	0.22%	48
2019 Q2	$380K	Buy	11,058 +87	+0.8%	+$3.02K	0.21%	49
2019 Q1	$395K	Buy	10,971 +81	+0.7%	+$2.83K	0.23%	45
2018 Q4	$339K	Buy	+10,890	New	+$400K	0.22%	48

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

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

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

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

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

BRCM

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

Guidance Point Advisors's IYE Position: Q4 2023 in Review

Guidance Point Advisors sold out of iShares US Energy ETF (IYE) in Q4 2023, closing a stake of 4,413 shares — an estimated $209K sold.

Guidance Point Advisors first reported a position in IYE in Q4 2018 and held it in 8 quarters. The position peaked at $395K in Q3 2019. 312 funds tracked by Wall St. Rank hold IYE as of Q4 2023.

Guidance Point Advisors reported no remaining iShares US Energy ETF position as of Q4 2023 after selling out during the quarter.
Guidance Point Advisors sold 4,413 iShares US Energy ETF shares in Q4 2023, an estimated $209K.
Guidance Point Advisors first reported a position in iShares US Energy ETF in Q4 2018 and held it in 8 quarters.
Guidance Point Advisors's iShares US Energy ETF position peaked at $395K in Q3 2019.
312 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2023.

Based on Guidance Point Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.