MGO One Seven’s iShares US Energy ETF IYE Stock Holding History

MGO One Seven’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 Q2	–	Sell	-51,472	Closed	-$2.25M	–	855
2023 Q1	$2.25M	Buy	+51,472	New	+$2.33M	0.14%	172
2019 Q1	–	Sell	-100	Closed	-$3K	–	1031
2018 Q4	$3K	Buy	+100	New	+$3.68K	﹤0.01%	1487
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	1369
2017 Q4	$4K	Buy	+100	New	+$3.77K	﹤0.01%	1364

Other funds holding IYE

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

PCH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MGO One Seven's IYE Position: Q2 2023 in Review

MGO One Seven sold out of iShares US Energy ETF (IYE) in Q2 2023, closing a stake of 51,472 shares — an estimated $2.25M sold.

MGO One Seven first reported a position in IYE in Q4 2017 and held it in 4 quarters. The position peaked at $2.25M in Q1 2023. 307 funds tracked by Wall St. Rank hold IYE as of Q2 2023.

MGO One Seven reported no remaining iShares US Energy ETF position as of Q2 2023 after selling out during the quarter.
MGO One Seven sold 51,472 iShares US Energy ETF shares in Q2 2023, an estimated $2.25M.
MGO One Seven first reported a position in iShares US Energy ETF in Q4 2017 and held it in 4 quarters.
MGO One Seven's iShares US Energy ETF position peaked at $2.25M in Q1 2023.
307 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2023.

Based on MGO One Seven's 13F filing for Q2 2023, filed 11 Aug 2023.