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One Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

One Wealth 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
2025
Q2 		– Sell
-5,233
Closed -$258K – 291
2025
Q1 		$258K Sell
5,233
-5,915
-53% -$282K 0.04% 236
2024
Q4 		$508K Buy
11,148
+3,438
+45% +$165K 0.08% 117
2024
Q3 		$357K Buy
7,710
+373
+5% +$17.6K 0.05% 172
2024
Q2 		$345K Sell
7,337
-597
-8% -$29.2K 0.07% 145
2024
Q1 		$392K Sell
7,934
-6,138
-44% -$276K 0.07% 153
2023
Q4 		$621K Buy
+14,072
New +$632K 0.12% 90
2023
Q2 		– Sell
-8,630
Closed -$378K – 213
2023
Q1 		$378K Sell
8,630
-5,065
-37% -$229K 0.09% 127
2022
Q4 		$637K Buy
+13,695
New +$640K 0.15% 83

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

One Wealth Advisors's IYE Position: Q2 2025 in Review

One Wealth Advisors sold out of iShares US Energy ETF (IYE) in Q2 2025, closing a stake of 5,233 shares — an estimated $258K sold.

One Wealth Advisors first reported a position in IYE in Q4 2022 and held it in 8 quarters. The position peaked at $637K in Q4 2022. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

  • One Wealth Advisors reported no remaining iShares US Energy ETF position as of Q2 2025 after selling out during the quarter.
  • One Wealth Advisors sold 5,233 iShares US Energy ETF shares in Q2 2025, an estimated $258K.
  • One Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2022 and held it in 8 quarters.
  • One Wealth Advisors's iShares US Energy ETF position peaked at $637K in Q4 2022.
  • 274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on One Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.