Atlas Capital Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Atlas Capital Advisors’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
2023 Q4	–	Sell	-200	Closed	-$19.5K	–	906
2023 Q3	$19.5K	Sell	200 -100	-33%	-$9.49K	﹤0.01%	640
2023 Q2	$25.5K	Hold	300	–	–	﹤0.01%	651
2023 Q1	$25.7K	Sell	300 -220	-42%	-$19.7K	﹤0.01%	647
2022 Q4	$48.3K	Buy	+520	New	+$50.4K	0.01%	542

Other funds holding IEO

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Atlas Capital Advisors's IEO Position: Q4 2023 in Review

Atlas Capital Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2023, closing a stake of 200 shares — an estimated $19.5K sold.

Atlas Capital Advisors first reported a position in IEO in Q4 2022 and held it in 4 quarters. The position peaked at $48.3K in Q4 2022. 179 funds tracked by Wall St. Rank hold IEO as of Q4 2023.

Atlas Capital Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
Atlas Capital Advisors sold 200 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $19.5K.
Atlas Capital Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 4 quarters.
Atlas Capital Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $48.3K in Q4 2022.
179 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Atlas Capital Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.