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Crumly & Associates’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Crumly & Associates’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
Q3 		– Sell
-5,919
Closed -$589K – 155
2024
Q2 		$589K Buy
5,919
+53
+0.9% +$5.5K 0.17% 82
2024
Q1 		$627K Buy
+5,866
New +$559K 0.17% 78

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
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
MML Investors Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Crumly & Associates's IEO Position: Q3 2024 in Review

Crumly & Associates sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2024, closing a stake of 5,919 shares — an estimated $589K sold.

Crumly & Associates first reported a position in IEO in Q1 2024 and held it in 2 quarters. The position peaked at $627K in Q1 2024. 168 funds tracked by Wall St. Rank hold IEO as of Q3 2024.

  • Crumly & Associates reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
  • Crumly & Associates sold 5,919 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $589K.
  • Crumly & Associates first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2024 and held it in 2 quarters.
  • Crumly & Associates's iShares US Oil & Gas Exploration & Production ETF position peaked at $627K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on Crumly & Associates's 13F filing for Q3 2024, filed 1 Nov 2024.