MFA
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Mayflower Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

Mayflower Financial 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
2026
Q2 		$409K Hold
7,229
– – 0.04% 319
2026
Q1 		$468K Sell
7,229
-27
-0.4% -$1.53K 0.06% 272
2025
Q4 		$345K Sell
7,256
-4
-0.1% -$189 0.04% 313
2025
Q3 		$345K Buy
7,260
+766
+12% +$35.7K 0.04% 311
2025
Q2 		$294K Sell
6,494
-650
-9% -$28.7K 0.04% 320
2025
Q1 		$352K Sell
7,144
-797
-10% -$38K 0.05% 278
2024
Q4 		$362K Buy
7,941
+320
+4% +$15.3K 0.05% 268
2024
Q3 		$353K Buy
7,621
+27
+0.4% +$1.27K 0.05% 271
2024
Q2 		$365K Sell
7,594
-682
-8% -$33.3K 0.06% 258
2024
Q1 		$409K Sell
8,276
-3,577
-30% -$161K 0.07% 238
2023
Q4 		$523K Buy
11,853
+5,229
+79% +$235K 0.07% 199
2023
Q3 		$314K Sell
6,624
-1,289
-16% -$59.5K 0.05% 250
2023
Q2 		$339K Sell
7,913
-140
-2% -$6K 0.04% 258
2023
Q1 		$352K Sell
8,053
-558
-6% -$25.3K 0.05% 248
2022
Q4 		$400K Buy
8,611
+153
+2% +$7.15K 0.06% 228
2022
Q3 		$332K Buy
8,458
+1,698
+25% +$69.7K 0.05% 239
2022
Q2 		$258K Hold
6,760
– – 0.04% 278
2022
Q1 		$277K Hold
6,760
– – 0.04% 288
2021
Q4 		$203K Buy
+6,760
New +$208K 0.03% 315

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