True Link Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

True Link Financial 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
2023 Q2	–	Sell	-9,434	Closed	-$413K	–	118
2023 Q1	$413K	Sell	9,434 -322	-3%	-$14.6K	0.05%	85
2022 Q4	$454K	Sell	9,756 -2,032	-17%	-$95K	0.06%	78
2022 Q3	$463K	Sell	11,788 -14,977	-56%	-$615K	0.07%	87
2022 Q2	$1.02M	Sell	26,765 -14,703	-35%	-$624K	0.15%	58
2022 Q1	$1.7M	Buy	41,468 +20,642	+99%	+$761K	0.25%	42
2021 Q4	$627K	Buy	20,826 +5,599	+37%	+$172K	0.08%	90
2021 Q3	$430K	Buy	15,227 +12,729	+510%	+$342K	0.06%	102
2021 Q2	$73K	Buy	2,498 +547	+28%	+$15.2K	0.01%	382
2021 Q1	$51K	Buy	+1,951	New	+$48K	0.01%	500

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

True Link Financial Advisors's IYE Position: Q2 2023 in Review

True Link Financial Advisors sold out of iShares US Energy ETF (IYE) in Q2 2023, closing a stake of 9,434 shares — an estimated $413K sold.

True Link Financial Advisors first reported a position in IYE in Q1 2021 and held it in 9 quarters. The position peaked at $1.7M in Q1 2022. 307 funds tracked by Wall St. Rank hold IYE as of Q2 2023.

True Link Financial Advisors reported no remaining iShares US Energy ETF position as of Q2 2023 after selling out during the quarter.
True Link Financial Advisors sold 9,434 iShares US Energy ETF shares in Q2 2023, an estimated $413K.
True Link Financial Advisors first reported a position in iShares US Energy ETF in Q1 2021 and held it in 9 quarters.
True Link Financial Advisors's iShares US Energy ETF position peaked at $1.7M in Q1 2022.
307 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2023.

Based on True Link Financial Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.