MMA Asset Management’s iShares US Energy ETF IYE Stock Holding History

MMA Asset Management’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
2025 Q4	–	Sell	-283	Closed	-$13.4K	–	243
2025 Q3	$13.4K	Buy	+283	New	+$13.2K	﹤0.01%	250
2024 Q2	–	Sell	-283	Closed	-$14K	–	179
2024 Q1	$14K	Buy	+283	New	+$12.7K	0.01%	195

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

MMA Asset Management's IYE Position: Q4 2025 in Review

MMA Asset Management sold out of iShares US Energy ETF (IYE) in Q4 2025, closing a stake of 283 shares — an estimated $13.4K sold.

MMA Asset Management first reported a position in IYE in Q1 2024 and held it in 2 quarters. The position peaked at $14K in Q1 2024. 275 funds tracked by Wall St. Rank hold IYE as of Q4 2025.

MMA Asset Management reported no remaining iShares US Energy ETF position as of Q4 2025 after selling out during the quarter.
MMA Asset Management sold 283 iShares US Energy ETF shares in Q4 2025, an estimated $13.4K.
MMA Asset Management first reported a position in iShares US Energy ETF in Q1 2024 and held it in 2 quarters.
MMA Asset Management's iShares US Energy ETF position peaked at $14K in Q1 2024.
275 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.