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Total Clarity Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Total Clarity Wealth Management’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
2022
Q3 		– Sell
-400
Closed -$15K – 611
2022
Q2 		$15K Buy
+400
New +$17K 0.01% 591
2022
Q1 		– Sell
-400
Closed -$12K – 567
2021
Q4 		$12K Hold
400
– – 0.01% 658
2021
Q3 		$11K Buy
+400
New +$10.7K 0.01% 657

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Total Clarity Wealth Management's IYE Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares US Energy ETF (IYE) in Q3 2022, closing a stake of 400 shares — an estimated $15K sold.

Total Clarity Wealth Management first reported a position in IYE in Q3 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2022. 361 funds tracked by Wall St. Rank hold IYE as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining iShares US Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 400 iShares US Energy ETF shares in Q3 2022, an estimated $15K.
  • Total Clarity Wealth Management first reported a position in iShares US Energy ETF in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's iShares US Energy ETF position peaked at $15K in Q2 2022.
  • 361 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.