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

Evermay 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
Q1 		– Sell
-31
Closed -$2.89K – 676
2023
Q4 		$2.89K Buy
+31
New +$2.94K ﹤0.01% 503

Other funds holding IEO

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
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Evermay Wealth Management's IEO Position: Q1 2024 in Review

Evermay Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2024, closing a stake of 31 shares — an estimated $2.89K sold.

Evermay Wealth Management first reported a position in IEO in Q4 2023 and held it in 1 quarter. The position peaked at $2.89K in Q4 2023. 177 funds tracked by Wall St. Rank hold IEO as of Q1 2024.

  • Evermay Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 31 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $2.89K.
  • Evermay Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.89K in Q4 2023.
  • 177 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.