KFS
IEO icon

Kelly Financial Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Kelly Financial Services’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
Q4 		– Sell
-26
Closed -$2.17K – 696
2022
Q3 		$2.17K Hold
26
– – ﹤0.01% 494
2022
Q2 		$2K Buy
+26
New +$2.3K ﹤0.01% 501

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

Kelly Financial Services's IEO Position: Q4 2022 in Review

Kelly Financial Services sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2022, closing a stake of 26 shares — an estimated $2.17K sold.

Kelly Financial Services first reported a position in IEO in Q2 2022 and held it in 2 quarters. The position peaked at $2.17K in Q3 2022. 178 funds tracked by Wall St. Rank hold IEO as of Q4 2022.

  • Kelly Financial Services reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2022 after selling out during the quarter.
  • Kelly Financial Services sold 26 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2022, an estimated $2.17K.
  • Kelly Financial Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 2 quarters.
  • Kelly Financial Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.17K in Q3 2022.
  • 178 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2022.

Based on Kelly Financial Services's 13F filing for Q4 2022, filed 17 Jul 2024.