Advisornet Financial’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Advisornet Financial’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 Q4	–	Sell	-9,975	Closed	-$831K	–	2427
2022 Q3	$831K	Buy	9,975 +2,774	+39%	+$236K	0.08%	237
2022 Q2	$561K	Buy	7,201 +3,148	+78%	+$279K	0.06%	290
2022 Q1	$342K	Buy	4,053 +2,130	+111%	+$160K	0.02%	439
2021 Q4	$118K	Sell	1,923 -154	-7%	-$9.66K	0.01%	741
2021 Q3	$121K	Buy	2,077 +256	+14%	+$13.3K	0.01%	724
2021 Q2	$104K	Buy	+1,821	New	+$96.5K	0.01%	774

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

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

SFI

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

Advisornet Financial's IEO Position: Q4 2022 in Review

Advisornet Financial sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2022, closing a stake of 9,975 shares — an estimated $831K sold.

Advisornet Financial first reported a position in IEO in Q2 2021 and held it in 6 quarters. The position peaked at $831K in Q3 2022. 178 funds tracked by Wall St. Rank hold IEO as of Q4 2022.

Advisornet Financial reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 9,975 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2022, an estimated $831K.
Advisornet Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2021 and held it in 6 quarters.
Advisornet Financial's iShares US Oil & Gas Exploration & Production ETF position peaked at $831K in Q3 2022.
178 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.