55I LLC’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

55I LLC’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$249K	Buy	+2,991	New	+$255K	0.01%	537

Other funds holding IEO

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

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

55I LLC's IEO Position: Q3 2022 in Review

55I LLC opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2022: 2,991 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings.

163 funds tracked by Wall St. Rank hold IEO as of Q3 2022.

55I LLC held 2,991 shares of iShares US Oil & Gas Exploration & Production ETF worth $249K as of Q3 2022.
iShares US Oil & Gas Exploration & Production ETF was a new 55I LLC position in Q3 2022.
iShares US Oil & Gas Exploration & Production ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #537 holding.
163 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.