Amica Retiree Medical Trust’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Amica Retiree Medical Trust’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
2025 Q3	$203K	Hold	2,195	–	–	0.28%	78
2025 Q2	$194K	Sell	2,195 -920	-30%	-$78.9K	0.28%	77
2025 Q1	$295K	Sell	3,115 -744	-19%	-$69.6K	0.45%	66
2024 Q4	$346K	Sell	3,859 -334	-8%	-$31.4K	0.33%	70
2024 Q3	$383K	Buy	+4,193	New	+$401K	0.32%	75
2023 Q3	$664K	Buy	+6,811	New	+$646K	0.78%	46

Other funds holding IEO

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Amica Retiree Medical Trust's IEO Position: Q3 2025 in Review

Amica Retiree Medical Trust held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q3 2025 at 2,195 shares worth $203K. The position accounts for 0.28% of the portfolio, ranked #78.

Amica Retiree Medical Trust first reported a position in IEO in Q3 2023 and has held it in 6 quarters since. The position peaked at $664K in Q3 2023. 151 funds tracked by Wall St. Rank hold IEO as of Q3 2025.

Amica Retiree Medical Trust held 2,195 shares of iShares US Oil & Gas Exploration & Production ETF worth $203K as of Q3 2025.
Amica Retiree Medical Trust left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q3 2025.
iShares US Oil & Gas Exploration & Production ETF made up 0.28% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #78 holding.
Amica Retiree Medical Trust first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and has held it in 6 quarters since.
Amica Retiree Medical Trust's iShares US Oil & Gas Exploration & Production ETF position peaked at $664K in Q3 2023.
151 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.