TFO Wealth Partners’s iShares US Energy ETF IYE Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-77	Closed	-$3.3K	–	1016
2023 Q3	$3.3K	Hold	77	–	–	﹤0.01%	187
2023 Q2	$3.3K	Hold	77	–	–	﹤0.01%	175
2023 Q1	$3.37K	Sell	77 -42	-35%	-$1.9K	﹤0.01%	134
2022 Q4	$10K	Buy	119 +42	+55%	+$1.96K	﹤0.01%	115
2022 Q3	$3K	Hold	77	–	–	﹤0.01%	113
2022 Q2	$3K	Buy	+77	New	+$3.27K	﹤0.01%	270

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BRCM

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

TFO Wealth Partners's IYE Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares US Energy ETF (IYE) in Q4 2023, closing a stake of 77 shares — an estimated $3.3K sold.

TFO Wealth Partners first reported a position in IYE in Q2 2022 and held it in 6 quarters. The position peaked at $10K in Q4 2022. 312 funds tracked by Wall St. Rank hold IYE as of Q4 2023.

TFO Wealth Partners reported no remaining iShares US Energy ETF position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 77 iShares US Energy ETF shares in Q4 2023, an estimated $3.3K.
TFO Wealth Partners first reported a position in iShares US Energy ETF in Q2 2022 and held it in 6 quarters.
TFO Wealth Partners's iShares US Energy ETF position peaked at $10K in Q4 2022.
312 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.