Mount Yale Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Mount Yale Investment 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
2023 Q1	–	Sell	-5,861	Closed	-$272K	–	511
2022 Q4	$272K	Sell	5,861 -921	-14%	-$43K	0.03%	373
2022 Q3	$267K	Sell	6,782 -10,545	-61%	-$433K	0.04%	363
2022 Q2	$660K	Sell	17,327 -13,032	-43%	-$553K	0.08%	245
2022 Q1	$1.24M	Buy	30,359 +1,060	+4%	+$39.1K	0.14%	168
2021 Q4	$882K	Sell	29,299 -5,448	-16%	-$168K	0.09%	227
2021 Q3	$982K	Sell	34,747 -8,466	-20%	-$227K	0.11%	197
2021 Q2	$1.26M	Buy	43,213 +7,422	+21%	+$207K	0.15%	141
2021 Q1	$939K	Buy	+35,791	New	+$881K	0.12%	177

Other funds holding IYE

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mount Yale Investment Advisors's IYE Position: Q1 2023 in Review

Mount Yale Investment Advisors sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 5,861 shares — an estimated $272K sold.

Mount Yale Investment Advisors first reported a position in IYE in Q1 2021 and held it in 8 quarters. The position peaked at $1.26M in Q2 2021. 338 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

Mount Yale Investment Advisors reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
Mount Yale Investment Advisors sold 5,861 iShares US Energy ETF shares in Q1 2023, an estimated $272K.
Mount Yale Investment Advisors first reported a position in iShares US Energy ETF in Q1 2021 and held it in 8 quarters.
Mount Yale Investment Advisors's iShares US Energy ETF position peaked at $1.26M in Q2 2021.
338 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.