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Dakota Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Dakota Wealth Management’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
-2,870
Closed -$262K – 777
2024
Q3 		$262K Hold
2,870
– – 0.01% 621
2024
Q2 		$286K Buy
2,870
+550
+24% +$57K 0.01% 592
2024
Q1 		$248K Buy
+2,320
New +$221K 0.01% 625

Other funds holding IEO

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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

Dakota Wealth Management's IEO Position: Q4 2024 in Review

Dakota Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2024, closing a stake of 2,870 shares — an estimated $262K sold.

Dakota Wealth Management first reported a position in IEO in Q1 2024 and held it in 3 quarters. The position peaked at $286K in Q2 2024. 161 funds tracked by Wall St. Rank hold IEO as of Q4 2024.

  • Dakota Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 2,870 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $262K.
  • Dakota Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2024 and held it in 3 quarters.
  • Dakota Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $286K in Q2 2024.
  • 161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on Dakota Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.