AIP
IEO icon

Almanack Investment Partners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Almanack Investment Partners’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
-134
Closed -$11K – 642
2022
Q3 		$11K Buy
+134
New +$11.4K ﹤0.01% 467

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Almanack Investment Partners's IEO Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2022, closing a stake of 134 shares — an estimated $11K sold.

Almanack Investment Partners first reported a position in IEO in Q3 2022 and held it in 1 quarter. The position peaked at $11K in Q3 2022. 178 funds tracked by Wall St. Rank hold IEO as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 134 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2022, an estimated $11K.
  • Almanack Investment Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $11K in Q3 2022.
  • 178 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.