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

Mascoma 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
2021
Q4 		– Sell
-98
Closed -$6K – 543
2021
Q3 		$6K Buy
+98
New +$5.11K ﹤0.01% 372
2021
Q2 		– Sell
-98
Closed -$5K – 268
2021
Q1 		$5K Buy
+98
New +$4.42K ﹤0.01% 384

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Mascoma Wealth Management's IEO Position: Q4 2021 in Review

Mascoma Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2021, closing a stake of 98 shares — an estimated $6K sold.

Mascoma Wealth Management first reported a position in IEO in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 99 funds tracked by Wall St. Rank hold IEO as of Q4 2021.

  • Mascoma Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 98 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2021, an estimated $6K.
  • Mascoma Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $6K in Q3 2021.
  • 99 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.