Minot DeBlois Advisors’s iShares US Energy ETF IYE Stock Holding History

Minot DeBlois 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	$4.07K	Hold	72	–	–	﹤0.01%	173
2026 Q1	$4.66K	Hold	72	–	–	﹤0.01%	161
2025 Q4	$3.42K	Hold	72	–	–	﹤0.01%	179
2025 Q3	$3.42K	Hold	72	–	–	﹤0.01%	204
2025 Q2	$3.26K	Hold	72	–	–	﹤0.01%	219
2025 Q1	$3.55K	Hold	72	–	–	﹤0.01%	215
2024 Q4	$3.28K	Buy	+72	New	+$3.45K	﹤0.01%	270

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Minot DeBlois Advisors's IYE Position: Q2 2026 in Review

Minot DeBlois Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 72 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Minot DeBlois Advisors first reported a position in IYE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.66K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Minot DeBlois Advisors held 72 shares of iShares US Energy ETF worth $4.07K as of Q2 2026.
Minot DeBlois Advisors left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Minot DeBlois Advisors's portfolio in Q2 2026, its #173 holding.
Minot DeBlois Advisors first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 7 quarters since.
Minot DeBlois Advisors's iShares US Energy ETF position peaked at $4.66K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.