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EMFO LLC’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

EMFO LLC’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
2023
Q3 		– Sell
-4,500
Closed -$382K – 301
2023
Q2 		$382K Buy
4,500
+2,500
+125% +$210K 0.35% 62
2023
Q1 		$172K Hold
2,000
– – 0.16% 97
2022
Q4 		$186K Sell
2,000
-3,000
-60% -$291K 0.19% 85
2022
Q3 		$416K Buy
+5,000
New +$426K 0.4% 56

Other funds holding IEO

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EMFO LLC's IEO Position: Q3 2023 in Review

EMFO LLC sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2023, closing a stake of 4,500 shares — an estimated $382K sold.

EMFO LLC first reported a position in IEO in Q3 2022 and held it in 4 quarters. The position peaked at $416K in Q3 2022. 183 funds tracked by Wall St. Rank hold IEO as of Q3 2023.

  • EMFO LLC reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2023 after selling out during the quarter.
  • EMFO LLC sold 4,500 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2023, an estimated $382K.
  • EMFO LLC first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2022 and held it in 4 quarters.
  • EMFO LLC's iShares US Oil & Gas Exploration & Production ETF position peaked at $416K in Q3 2022.
  • 183 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2023.

Based on EMFO LLC's 13F filing for Q3 2023, filed 1 Nov 2023.