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Karn Couzens & Associates’s iShares US Energy ETF IYE Stock Holding History

Karn Couzens & Associates’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 		$1.39M Sell
33,959
-1,752
-5% -$64.6K 0.88% 21
2021
Q4 		$1.07M Buy
35,711
+2,065
+6% +$63.6K 0.74% 23
2021
Q3 		$951K Sell
33,646
-1,139
-3% -$30.6K 0.72% 24
2021
Q2 		$1.01M Buy
34,785
+4,238
+14% +$118K 0.79% 24
2021
Q1 		$801K Buy
30,547
+5,725
+23% +$141K 0.72% 27
2020
Q4 		$502K Buy
+24,822
New +$456K 0.48% 34

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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 $12.8B AUM 19.38% 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

Karn Couzens & Associates's IYE Position: Q1 2022 in Review

Karn Couzens & Associates reduced its iShares US Energy ETF (IYE) stake by 4.9% in Q1 2022, selling an estimated $64.6K and leaving 33,959 shares worth $1.39M. The position accounts for 0.88% of the portfolio, ranked #21.

Karn Couzens & Associates first reported a position in IYE in Q4 2020 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold IYE as of Q1 2022.

  • Karn Couzens & Associates held 33,959 shares of iShares US Energy ETF worth $1.39M as of Q1 2022.
  • Karn Couzens & Associates sold 1,752 iShares US Energy ETF shares in Q1 2022, an estimated $64.6K.
  • iShares US Energy ETF made up 0.88% of Karn Couzens & Associates's portfolio in Q1 2022, its #21 holding.
  • Karn Couzens & Associates first reported a position in iShares US Energy ETF in Q4 2020 and has held it in 6 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.