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Lenox Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Lenox Wealth 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
2022
Q1 		$11K Buy
+255
New +$9.4K ﹤0.01% 470

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 $16B AUM 26.77% 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

Lenox Wealth Advisors's IYE Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in iShares US Energy ETF (IYE) in Q1 2022: 255 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings.

389 funds tracked by Wall St. Rank hold IYE as of Q1 2022.

  • Lenox Wealth Advisors held 255 shares of iShares US Energy ETF worth $11K as of Q1 2022.
  • iShares US Energy ETF was a new Lenox Wealth Advisors position in Q1 2022.
  • iShares US Energy ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #470 holding.
  • 389 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.