MassMutual Private Wealth & Trust’s iShares US Energy ETF IYE Stock Holding History

MassMutual Private Wealth & Trust’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
2023 Q1	–	Sell	-159	Closed	-$7K	–	1848
2022 Q4	$7K	Buy	+159	New	+$7.43K	﹤0.01%	885
2022 Q3	–	Sell	-122	Closed	-$5K	–	1713
2022 Q2	$5K	Buy	+122	New	+$5.18K	﹤0.01%	892
2021 Q4	–	Sell	-1,221	Closed	-$35K	–	1435
2021 Q3	$35K	Buy	1,221 +514	+73%	+$13.8K	﹤0.01%	528
2021 Q2	$21K	Buy	+707	New	+$19.7K	﹤0.01%	572
2018 Q3	–	Sell	-225	Closed	-$9.44K	–	1042
2018 Q2	$9.44K	Buy	+225	New	+$9.19K	﹤0.01%	617
2015 Q2	–	Sell	-200	Closed	-$8.72K	–	782
2015 Q1	$8.72K	Buy	+200	New	+$8.77K	﹤0.01%	525

Other funds holding IYE

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

MassMutual Private Wealth & Trust's IYE Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 159 shares — an estimated $7K sold.

MassMutual Private Wealth & Trust first reported a position in IYE in Q1 2015 and held it in 6 quarters. The position peaked at $35K in Q3 2021. 338 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

MassMutual Private Wealth & Trust reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 159 iShares US Energy ETF shares in Q1 2023, an estimated $7K.
MassMutual Private Wealth & Trust first reported a position in iShares US Energy ETF in Q1 2015 and held it in 6 quarters.
MassMutual Private Wealth & Trust's iShares US Energy ETF position peaked at $35K in Q3 2021.
338 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.