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

Global Wealth Management Investment Advisory’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 Q2	–	Sell	-197	Closed	-$10K	–	466
2021 Q1	$10K	Buy	+197	New	+$8.89K	﹤0.01%	308

Other funds holding IEO

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Global Wealth Management Investment Advisory's IEO Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2021, closing a stake of 197 shares — an estimated $10K sold.

Global Wealth Management Investment Advisory first reported a position in IEO in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 103 funds tracked by Wall St. Rank hold IEO as of Q2 2021.

Global Wealth Management Investment Advisory reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 197 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2021, an estimated $10K.
Global Wealth Management Investment Advisory first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 1 quarter.
Global Wealth Management Investment Advisory's iShares US Oil & Gas Exploration & Production ETF position peaked at $10K in Q1 2021.
103 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.