Pathstone Family Office’s iShares US Energy ETF IYE Stock Holding History

Pathstone Family Office’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 Q3	$1.26M	Buy	+26,591	New	+$1.23M	0.01%	619

Other funds holding IYE

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Pathstone Family Office's IYE Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares US Energy ETF (IYE) in Q3 2023: 26,591 shares worth $1.26M. The stake represents 0.01% of the portfolio and ranks #619 among its holdings.

302 funds tracked by Wall St. Rank hold IYE as of Q3 2023.

Pathstone Family Office held 26,591 shares of iShares US Energy ETF worth $1.26M as of Q3 2023.
iShares US Energy ETF was a new Pathstone Family Office position in Q3 2023.
iShares US Energy ETF made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #619 holding.
302 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.