Claraphi Advisory Network’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-230	Closed	-$5K	–	698
2020 Q1	$5K	Buy	+230	New	+$9.61K	﹤0.01%	884
2019 Q4	–	Sell	-107	Closed	-$5K	–	288
2019 Q3	$5K	Buy	+107	New	+$5.53K	﹤0.01%	360

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Claraphi Advisory Network's IEO Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2020, closing a stake of 230 shares — an estimated $5K sold.

Claraphi Advisory Network first reported a position in IEO in Q3 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 85 funds tracked by Wall St. Rank hold IEO as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 230 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2020, an estimated $5K.
Claraphi Advisory Network first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's iShares US Oil & Gas Exploration & Production ETF position peaked at $5K in Q1 2020.
85 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.