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

Kingsview 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 Q1	–	Sell	-13,011	Closed	-$1.21M	–	1036
2023 Q4	$1.21M	Buy	+13,011	New	+$1.23M	0.04%	413
2023 Q2	–	Sell	-11,665	Closed	-$1M	–	939
2023 Q1	$1M	Sell	11,665 -377	-3%	-$33.8K	0.04%	398
2022 Q4	$1.12M	Buy	12,042 +27	+0.2%	+$2.62K	0.05%	322
2022 Q3	$1M	Sell	12,015 -2,095	-15%	-$178K	0.05%	327
2022 Q2	$1.1M	Buy	+14,110	New	+$1.25M	0.05%	339

Other funds holding IEO

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

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kingsview Wealth Management's IEO Position: Q1 2024 in Review

Kingsview Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2024, closing a stake of 13,011 shares — an estimated $1.21M sold.

Kingsview Wealth Management first reported a position in IEO in Q2 2022 and held it in 5 quarters. The position peaked at $1.21M in Q4 2023. 177 funds tracked by Wall St. Rank hold IEO as of Q1 2024.

Kingsview Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Kingsview Wealth Management sold 13,011 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $1.21M.
Kingsview Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 5 quarters.
Kingsview Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.21M in Q4 2023.
177 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.