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

Evolution 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
2021 Q4	–	Sell	-1,115	Closed	-$65K	–	375
2021 Q3	$65K	Hold	1,115	–	–	0.01%	179
2021 Q2	$64K	Hold	1,115	–	–	0.01%	191
2021 Q1	$54K	Hold	1,115	–	–	0.01%	193
2020 Q4	$40K	Hold	1,115	–	–	0.01%	194
2020 Q3	$29K	Hold	1,115	–	–	0.01%	237
2020 Q2	$38K	Buy	+1,115	New	+$35.8K	0.01%	158
2020 Q1	–	Sell	-1,065	Closed	-$59K	–	470
2019 Q4	$59K	Buy	+1,065	New	+$55.2K	0.01%	135

Other funds holding IEO

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Evolution Wealth Advisors's IEO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2021, closing a stake of 1,115 shares — an estimated $65K sold.

Evolution Wealth Advisors first reported a position in IEO in Q4 2019 and held it in 7 quarters. The position peaked at $65K in Q3 2021. 99 funds tracked by Wall St. Rank hold IEO as of Q4 2021.

Evolution Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 1,115 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2021, an estimated $65K.
Evolution Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2019 and held it in 7 quarters.
Evolution Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $65K in Q3 2021.
99 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.