Concurrent Investment Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Concurrent Investment 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	-4,975	Closed	-$455K	–	1171
2024 Q3	$455K	Buy	4,975 +989	+25%	+$94.5K	0.01%	649
2024 Q2	$397K	Buy	3,986 +10	+0.3%	+$1.04K	0.01%	660
2024 Q1	$425K	Sell	3,976 -195	-5%	-$18.6K	0.02%	587
2023 Q4	$389K	Buy	+4,171	New	+$396K	0.02%	559

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

Concurrent Investment Advisors's IEO Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2024, closing a stake of 4,975 shares — an estimated $455K sold.

Concurrent Investment Advisors first reported a position in IEO in Q4 2023 and held it in 4 quarters. The position peaked at $455K in Q3 2024. 161 funds tracked by Wall St. Rank hold IEO as of Q4 2024.

Concurrent Investment Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
Concurrent Investment Advisors sold 4,975 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $455K.
Concurrent Investment Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2023 and held it in 4 quarters.
Concurrent Investment Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $455K in Q3 2024.
161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.