Circle Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Circle Wealth Management’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,265	Closed	-$614K	–	226
2024 Q4	$614K	Hold	2,265	–	–	0.01%	154
2024 Q3	$643K	Hold	2,265	–	–	0.01%	149
2024 Q2	$716K	Hold	2,265	–	–	0.02%	125
2024 Q1	$762K	Sell	2,265 -1,543	-41%	-$468K	0.02%	116
2023 Q4	$1.18M	Hold	3,808	–	–	0.03%	77
2023 Q3	$1.31M	Buy	+3,808	New	+$1.29M	0.03%	75

Other funds holding OIH

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $17.4B AUM 49.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Circle Wealth Management's OIH Position: Q1 2025 in Review

Circle Wealth Management sold out of VanEck Oil Services ETF (OIH) in Q1 2025, closing a stake of 2,265 shares — an estimated $614K sold.

Circle Wealth Management first reported a position in OIH in Q3 2023 and held it in 6 quarters. The position peaked at $1.31M in Q3 2023. 202 funds tracked by Wall St. Rank hold OIH as of Q1 2025.

Circle Wealth Management reported no remaining VanEck Oil Services ETF position as of Q1 2025 after selling out during the quarter.
Circle Wealth Management sold 2,265 VanEck Oil Services ETF shares in Q1 2025, an estimated $614K.
Circle Wealth Management first reported a position in VanEck Oil Services ETF in Q3 2023 and held it in 6 quarters.
Circle Wealth Management's VanEck Oil Services ETF position peaked at $1.31M in Q3 2023.
202 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2025.

Based on Circle Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.