Hoey Investments’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Hoey Investments’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
2022 Q1	–	Sell	-42	Closed	-$3K	–	263
2021 Q4	$3K	Hold	42	–	–	﹤0.01%	206
2021 Q3	$2K	Hold	42	–	–	﹤0.01%	207
2021 Q2	$2K	Hold	42	–	–	﹤0.01%	211
2021 Q1	$2K	Buy	+42	New	+$1.9K	﹤0.01%	217

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

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

SFI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

RJFSA

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

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

ASN

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

Hoey Investments's IEO Position: Q1 2022 in Review

Hoey Investments sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2022, closing a stake of 42 shares — an estimated $3K sold.

Hoey Investments first reported a position in IEO in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 134 funds tracked by Wall St. Rank hold IEO as of Q1 2022.

Hoey Investments reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2022 after selling out during the quarter.
Hoey Investments sold 42 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2022, an estimated $3K.
Hoey Investments first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 4 quarters.
Hoey Investments's iShares US Oil & Gas Exploration & Production ETF position peaked at $3K in Q4 2021.
134 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2022.

Based on Hoey Investments's 13F filing for Q1 2022, filed 25 Apr 2022.