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Benjamin F. Edwards & Company’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-4,138
Closed -$384K – 1849
2022
Q4 		$384K Buy
4,138
+31
+0.8% +$3.01K 0.02% 534
2022
Q3 		$342K Sell
4,107
-329
-7% -$28K 0.02% 518
2022
Q2 		$345K Buy
4,436
+192
+5% +$17K 0.02% 520
2022
Q1 		$358K Buy
+4,244
New +$318K 0.02% 533

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Benjamin F. Edwards & Company's IEO Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2023, closing a stake of 4,138 shares — an estimated $384K sold.

Benjamin F. Edwards & Company first reported a position in IEO in Q1 2022 and held it in 4 quarters. The position peaked at $384K in Q4 2022. 165 funds tracked by Wall St. Rank hold IEO as of Q1 2023.

  • Benjamin F. Edwards & Company reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 4,138 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $384K.
  • Benjamin F. Edwards & Company first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's iShares US Oil & Gas Exploration & Production ETF position peaked at $384K in Q4 2022.
  • 165 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.