Zurich Cantonal Bank’s iShares US Energy ETF IYE Stock Holding History

Zurich Cantonal Bank’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
2024 Q1	–	Sell	-1,990	Closed	-$88K	–	2718
2023 Q4	$88K	Buy	1,990 +30	+2%	+$1.35K	﹤0.01%	2483
2023 Q3	$94.8K	Buy	+1,960	New	+$90.4K	﹤0.01%	2374

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zurich Cantonal Bank's IYE Position: Q1 2024 in Review

Zurich Cantonal Bank sold out of iShares US Energy ETF (IYE) in Q1 2024, closing a stake of 1,990 shares — an estimated $88K sold.

Zurich Cantonal Bank first reported a position in IYE in Q3 2023 and held it in 2 quarters. The position peaked at $94.8K in Q3 2023. 308 funds tracked by Wall St. Rank hold IYE as of Q1 2024.

Zurich Cantonal Bank reported no remaining iShares US Energy ETF position as of Q1 2024 after selling out during the quarter.
Zurich Cantonal Bank sold 1,990 iShares US Energy ETF shares in Q1 2024, an estimated $88K.
Zurich Cantonal Bank first reported a position in iShares US Energy ETF in Q3 2023 and held it in 2 quarters.
Zurich Cantonal Bank's iShares US Energy ETF position peaked at $94.8K in Q3 2023.
308 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2024.

Based on Zurich Cantonal Bank's 13F filing for Q1 2024, filed 25 Apr 2024.