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

Benedict Financial 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
2024 Q4	–	Sell	-2,371	Closed	-$217K	–	127
2024 Q3	$217K	Sell	2,371 -135	-5%	-$12.9K	0.05%	126
2024 Q2	$249K	Sell	2,506 -15,095	-86%	-$1.57M	0.06%	121
2024 Q1	$1.88M	Buy	17,601 +42	+0.2%	+$4K	0.48%	78
2023 Q4	$1.64M	Sell	17,559 -124	-0.7%	-$11.8K	0.45%	79
2023 Q3	$1.72M	Buy	+17,683	New	+$1.68M	0.5%	73

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Benedict Financial Advisors's IEO Position: Q4 2024 in Review

Benedict Financial Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2024, closing a stake of 2,371 shares — an estimated $217K sold.

Benedict Financial Advisors first reported a position in IEO in Q3 2023 and held it in 5 quarters. The position peaked at $1.88M in Q1 2024. 161 funds tracked by Wall St. Rank hold IEO as of Q4 2024.

Benedict Financial Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
Benedict Financial Advisors sold 2,371 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $217K.
Benedict Financial Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 5 quarters.
Benedict Financial Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.88M in Q1 2024.
161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on Benedict Financial Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.