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

Baird Financial Group’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
2024
Q2 		– Sell
-2,610
Closed -$279K – 1796
2024
Q1 		$279K Buy
+2,610
New +$249K ﹤0.01% 1577
2015
Q4 		– Sell
-4,766
Closed -$264K – 1251
2015
Q3 		$264K Sell
4,766
-13,423
-74% -$831K ﹤0.01% 1084
2015
Q2 		$1.29M Buy
+18,189
New +$1.37M 0.01% 673

Other funds holding IEO

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's IEO Position: Q2 2024 in Review

Baird Financial Group sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2024, closing a stake of 2,610 shares — an estimated $279K sold.

Baird Financial Group first reported a position in IEO in Q2 2015 and held it in 3 quarters. The position peaked at $1.29M in Q2 2015. 183 funds tracked by Wall St. Rank hold IEO as of Q2 2024.

  • Baird Financial Group reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
  • Baird Financial Group sold 2,610 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2024, an estimated $279K.
  • Baird Financial Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2015 and held it in 3 quarters.
  • Baird Financial Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.29M in Q2 2015.
  • 183 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2024.

Based on Baird Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.