McDonald Partners’s iShares US Energy ETF IYE Stock Holding History

McDonald Partners’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	–	Sell	-2,641	Closed	-$79.5K	–	508
2021 Q4	$79.5K	Buy	+2,641	New	+$81.3K	0.07%	95

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

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

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

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

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 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

McDonald Partners's IYE Position: Q1 2022 in Review

McDonald Partners sold out of iShares US Energy ETF (IYE) in Q1 2022, closing a stake of 2,641 shares — an estimated $79.5K sold.

McDonald Partners first reported a position in IYE in Q4 2021 and held it in 1 quarter. The position peaked at $79.5K in Q4 2021. 389 funds tracked by Wall St. Rank hold IYE as of Q1 2022.

McDonald Partners reported no remaining iShares US Energy ETF position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 2,641 iShares US Energy ETF shares in Q1 2022, an estimated $79.5K.
McDonald Partners first reported a position in iShares US Energy ETF in Q4 2021 and held it in 1 quarter.
McDonald Partners's iShares US Energy ETF position peaked at $79.5K in Q4 2021.
389 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.