EverSource Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

EverSource Wealth Advisors’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	-450	Closed	-$41.2K	–	3780
2024 Q3	$41.2K	Hold	450	–	–	﹤0.01%	1143
2024 Q2	$45K	Sell	450 -725	-62%	-$75.2K	﹤0.01%	1138
2024 Q1	$123K	Sell	1,175 -218	-16%	-$20.8K	0.01%	634
2023 Q4	$130K	Sell	1,393 -1,611	-54%	-$153K	0.01%	554
2023 Q3	$293K	Sell	3,004 -400	-12%	-$38K	0.03%	313
2023 Q2	$289K	Sell	3,404 -196	-5%	-$16.5K	0.03%	317
2023 Q1	$309K	Sell	3,600 -650	-15%	-$58.2K	0.04%	294
2022 Q4	$395K	Buy	+4,250	New	+$412K	0.06%	231

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

EverSource Wealth Advisors's IEO Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2024, closing a stake of 450 shares — an estimated $41.2K sold.

EverSource Wealth Advisors first reported a position in IEO in Q4 2022 and held it in 8 quarters. The position peaked at $395K in Q4 2022. 161 funds tracked by Wall St. Rank hold IEO as of Q4 2024.

EverSource Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 450 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $41.2K.
EverSource Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 8 quarters.
EverSource Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $395K in Q4 2022.
161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.