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Marotta Asset Management’s iShares US Energy ETF IYE Stock Holding History

Marotta Asset 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
2020
Q2 		– Sell
-15,500
Closed -$226K – 82
2020
Q1 		$226K Buy
+15,500
New +$391K 0.09% 70

Other funds holding IYE

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Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return

Marotta Asset Management's IYE Position: Q2 2020 in Review

Marotta Asset Management sold out of iShares US Energy ETF (IYE) in Q2 2020, closing a stake of 15,500 shares — an estimated $226K sold.

Marotta Asset Management first reported a position in IYE in Q1 2020 and held it in 1 quarter. The position peaked at $226K in Q1 2020. 160 funds tracked by Wall St. Rank hold IYE as of Q2 2020.

  • Marotta Asset Management reported no remaining iShares US Energy ETF position as of Q2 2020 after selling out during the quarter.
  • Marotta Asset Management sold 15,500 iShares US Energy ETF shares in Q2 2020, an estimated $226K.
  • Marotta Asset Management first reported a position in iShares US Energy ETF in Q1 2020 and held it in 1 quarter.
  • Marotta Asset Management's iShares US Energy ETF position peaked at $226K in Q1 2020.
  • 160 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2020.

Based on Marotta Asset Management's 13F filing for Q2 2020, filed 6 Jul 2020.