Knuff & Co’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Knuff & 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
2023 Q4	–	Sell	-1,567	Closed	-$153K	–	127
2023 Q3	$153K	Sell	1,567 -975	-38%	-$92.5K	0.06%	86
2023 Q2	$216K	Sell	2,542 -3,752	-60%	-$315K	0.08%	83
2023 Q1	$540K	Sell	6,294 -515	-8%	-$46.1K	0.21%	65
2022 Q4	$632K	Sell	6,809 -51	-0.7%	-$4.95K	0.27%	61
2022 Q3	$571K	Buy	+6,860	New	+$584K	0.27%	60

Other funds holding IEO

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Knuff & Co's IEO Position: Q4 2023 in Review

Knuff & Co sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2023, closing a stake of 1,567 shares — an estimated $153K sold.

Knuff & Co first reported a position in IEO in Q3 2022 and held it in 5 quarters. The position peaked at $632K in Q4 2022. 179 funds tracked by Wall St. Rank hold IEO as of Q4 2023.

Knuff & Co reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
Knuff & Co sold 1,567 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $153K.
Knuff & Co first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2022 and held it in 5 quarters.
Knuff & Co's iShares US Oil & Gas Exploration & Production ETF position peaked at $632K in Q4 2022.
179 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Knuff & Co's 13F filing for Q4 2023, filed 6 Feb 2024.