MA Private Wealth’s iShares US Energy ETF IYE Stock Holding History

MA Private Wealth’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	–	Sell	-8,838	Closed	-$362K	–	72
2022 Q1	$362K	Buy	+8,838	New	+$326K	0.07%	69

Other funds holding IYE

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

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MA Private Wealth's IYE Position: Q2 2022 in Review

MA Private Wealth sold out of iShares US Energy ETF (IYE) in Q2 2022, closing a stake of 8,838 shares — an estimated $362K sold.

MA Private Wealth first reported a position in IYE in Q1 2022 and held it in 1 quarter. The position peaked at $362K in Q1 2022. 385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

MA Private Wealth reported no remaining iShares US Energy ETF position as of Q2 2022 after selling out during the quarter.
MA Private Wealth sold 8,838 iShares US Energy ETF shares in Q2 2022, an estimated $362K.
MA Private Wealth first reported a position in iShares US Energy ETF in Q1 2022 and held it in 1 quarter.
MA Private Wealth's iShares US Energy ETF position peaked at $362K in Q1 2022.
385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on MA Private Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.