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Jess S. Morgan & Co’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Jess S. Morgan & Co’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
Q3 		$3.26M Buy
39,190
+206
+0.5% +$17.5K 2.84% 19
2022
Q2 		$3.04M Buy
+38,984
New +$3.45M 3.15% 17

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jess S. Morgan & Co's IEO Position: Q3 2022 in Review

Jess S. Morgan & Co increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.53% in Q3 2022, buying an estimated $17.5K and bringing the position to 39,190 shares worth $3.26M. The position accounts for 2.84% of the portfolio, ranked #19.

Jess S. Morgan & Co first reported a position in IEO in Q2 2022 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold IEO as of Q3 2022.

  • Jess S. Morgan & Co held 39,190 shares of iShares US Oil & Gas Exploration & Production ETF worth $3.26M as of Q3 2022.
  • Jess S. Morgan & Co bought 206 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2022, an estimated $17.5K.
  • iShares US Oil & Gas Exploration & Production ETF made up 2.84% of Jess S. Morgan & Co's portfolio in Q3 2022, its #19 holding.
  • Jess S. Morgan & Co first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on Jess S. Morgan & Co's 13F filing for Q3 2022, filed 21 Oct 2022.