First Foundation Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

First Foundation 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 Q2	–	Sell	-4,524	Closed	-$484K	–	440
2024 Q1	$484K	Sell	4,524 -2,316	-34%	-$221K	0.02%	229
2023 Q4	$637K	Buy	6,840 +1,897	+38%	+$180K	0.03%	207
2023 Q3	$482K	Buy	+4,943	New	+$469K	0.02%	251
2022 Q4	–	Sell	-3,323	Closed	-$277K	–	412
2022 Q3	$277K	Sell	3,323 -231	-6%	-$19.7K	0.01%	304
2022 Q2	$277K	Buy	+3,554	New	+$315K	0.01%	322

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

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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

First Foundation Advisors's IEO Position: Q2 2024 in Review

First Foundation Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2024, closing a stake of 4,524 shares — an estimated $484K sold.

First Foundation Advisors first reported a position in IEO in Q2 2022 and held it in 5 quarters. The position peaked at $637K in Q4 2023. 183 funds tracked by Wall St. Rank hold IEO as of Q2 2024.

First Foundation Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
First Foundation Advisors sold 4,524 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2024, an estimated $484K.
First Foundation Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 5 quarters.
First Foundation Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $637K in Q4 2023.
183 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2024.

Based on First Foundation Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.