Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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MSAM
Moloney Securities Asset Management’s
iShares US Energy ETF
IYE
Stock Holding History
Moloney Securities Asset Management’s Portfolio
IYE Stock Details
IYE Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
2023
Q4
$530K
Sell
2023
Q3
$746K
Sell
2023
Q2
$787K
Buy
2023
Q1
$766K
Buy
2022
Q4
$747K
Sell
2022
Q3
$731K
Buy
2022
Q2
$597K
Buy
2021
Q3
–
Sell
2021
Q2
$3.64M
Buy
2021
Q1
$3.08M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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