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Mariner Independent Advisor Network’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Mariner Independent Advisor Network’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 		$1.35M Sell
16,200
-353
-2% -$30K 0.06% 324
2022
Q2 		$1.26M Buy
+16,553
New +$1.47M 0.05% 326

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

Mariner Independent Advisor Network's IEO Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 2.1% in Q3 2022, selling an estimated $30K and leaving 16,200 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #324.

Mariner Independent Advisor Network 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.

  • Mariner Independent Advisor Network held 16,200 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.35M as of Q3 2022.
  • Mariner Independent Advisor Network sold 353 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2022, an estimated $30K.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #324 holding.
  • Mariner Independent Advisor Network 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 Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.