Halpern Financial’s iShares US Energy ETF IYE Stock Holding History

Halpern Financial’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
2021 Q3	–	Sell	-545	Closed	-$15.9K	–	273
2021 Q2	$15.9K	Buy	+545	New	+$15.2K	0.01%	121

Other funds holding IYE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Halpern Financial's IYE Position: Q3 2021 in Review

Halpern Financial sold out of iShares US Energy ETF (IYE) in Q3 2021, closing a stake of 545 shares — an estimated $15.9K sold.

Halpern Financial first reported a position in IYE in Q2 2021 and held it in 1 quarter. The position peaked at $15.9K in Q2 2021. 305 funds tracked by Wall St. Rank hold IYE as of Q3 2021.

Halpern Financial reported no remaining iShares US Energy ETF position as of Q3 2021 after selling out during the quarter.
Halpern Financial sold 545 iShares US Energy ETF shares in Q3 2021, an estimated $15.9K.
Halpern Financial first reported a position in iShares US Energy ETF in Q2 2021 and held it in 1 quarter.
Halpern Financial's iShares US Energy ETF position peaked at $15.9K in Q2 2021.
305 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.