Unique Wealth’s iShares US Energy ETF IYE Stock Holding History

Unique Wealth’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
2025 Q1	–	Sell	-11,145	Closed	-$508K	–	161
2024 Q4	$508K	Buy	+11,145	New	+$534K	0.11%	88

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BRCM

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

Unique Wealth's IYE Position: Q1 2025 in Review

Unique Wealth sold out of iShares US Energy ETF (IYE) in Q1 2025, closing a stake of 11,145 shares — an estimated $508K sold.

Unique Wealth first reported a position in IYE in Q4 2024 and held it in 1 quarter. The position peaked at $508K in Q4 2024. 297 funds tracked by Wall St. Rank hold IYE as of Q1 2025.

Unique Wealth reported no remaining iShares US Energy ETF position as of Q1 2025 after selling out during the quarter.
Unique Wealth sold 11,145 iShares US Energy ETF shares in Q1 2025, an estimated $508K.
Unique Wealth first reported a position in iShares US Energy ETF in Q4 2024 and held it in 1 quarter.
Unique Wealth's iShares US Energy ETF position peaked at $508K in Q4 2024.
297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2025.

Based on Unique Wealth's 13F filing for Q1 2025, filed 11 Apr 2025.