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

IHT Wealth Management’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 Q3	–	Sell	-10,222	Closed	-$1.02M	–	1167
2024 Q2	$1.02M	Buy	10,222 +1,100	+12%	+$114K	0.04%	432
2024 Q1	$976K	Buy	9,122 +3,407	+60%	+$324K	0.04%	434
2023 Q4	$533K	Buy	+5,715	New	+$542K	0.02%	577
2018 Q2	–	Sell	-1,209	Closed	-$75K	–	859
2018 Q1	$75K	Buy	1,209 +322	+36%	+$20.7K	0.02%	560
2017 Q4	$60K	Buy	+887	New	+$53.6K	0.02%	639

Other funds holding IEO

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

IHT Wealth Management's IEO Position: Q3 2024 in Review

IHT Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2024, closing a stake of 10,222 shares — an estimated $1.02M sold.

IHT Wealth Management first reported a position in IEO in Q4 2017 and held it in 5 quarters. The position peaked at $1.02M in Q2 2024. 168 funds tracked by Wall St. Rank hold IEO as of Q3 2024.

IHT Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
IHT Wealth Management sold 10,222 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $1.02M.
IHT Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 5 quarters.
IHT Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.02M in Q2 2024.
168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.