CFG
IEO icon

Cooper Financial Group’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Cooper Financial Group’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
2022
Q3 		– Sell
-2,653
Closed -$207K – 268
2022
Q2 		$207K Buy
+2,653
New +$235K 0.08% 240

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cooper Financial Group's IEO Position: Q3 2022 in Review

Cooper Financial Group sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2022, closing a stake of 2,653 shares — an estimated $207K sold.

Cooper Financial Group first reported a position in IEO in Q2 2022 and held it in 1 quarter. The position peaked at $207K in Q2 2022. 163 funds tracked by Wall St. Rank hold IEO as of Q3 2022.

  • Cooper Financial Group reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2022 after selling out during the quarter.
  • Cooper Financial Group sold 2,653 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2022, an estimated $207K.
  • Cooper Financial Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 1 quarter.
  • Cooper Financial Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $207K in Q2 2022.
  • 163 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on Cooper Financial Group's 13F filing for Q3 2022, filed 13 Oct 2022.