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Lake Point Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Lake Point 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
Q2 		$1K Buy
+19
New +$807 ﹤0.01% 385

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lake Point Wealth Management's IYE Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in iShares US Energy ETF (IYE) in Q2 2022: 19 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings.

385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

  • Lake Point Wealth Management held 19 shares of iShares US Energy ETF worth $1K as of Q2 2022.
  • iShares US Energy ETF was a new Lake Point Wealth Management position in Q2 2022.
  • iShares US Energy ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #385 holding.
  • 385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.