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Safeguard Investment Advisory Group’s iShares US Energy ETF IYE Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-1,521
Closed -$30K – 399
2020
Q4 		$30K Buy
+1,521
New +$27.9K 0.03% 257

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safeguard Investment Advisory Group's IYE Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares US Energy ETF (IYE) in Q1 2021, closing a stake of 1,521 shares — an estimated $30K sold.

Safeguard Investment Advisory Group first reported a position in IYE in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 255 funds tracked by Wall St. Rank hold IYE as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares US Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,521 iShares US Energy ETF shares in Q1 2021, an estimated $30K.
  • Safeguard Investment Advisory Group first reported a position in iShares US Energy ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares US Energy ETF position peaked at $30K in Q4 2020.
  • 255 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.