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Kraematon Investment Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Kraematon Investment Advisors’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
Q1 		– Sell
-1,490
Closed -$138K – 152
2022
Q4 		$138K Buy
+1,490
New +$145K 0.15% 98

Other funds holding IEO

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kraematon Investment Advisors's IEO Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2023, closing a stake of 1,490 shares — an estimated $138K sold.

Kraematon Investment Advisors first reported a position in IEO in Q4 2022 and held it in 1 quarter. The position peaked at $138K in Q4 2022. 165 funds tracked by Wall St. Rank hold IEO as of Q1 2023.

  • Kraematon Investment Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
  • Kraematon Investment Advisors sold 1,490 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $138K.
  • Kraematon Investment Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 1 quarter.
  • Kraematon Investment Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $138K in Q4 2022.
  • 165 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.