Meadow Creek Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Meadow Creek Wealth 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
2022 Q3	$601K	Hold	7,215	–	–	0.79%	27
2022 Q2	$562K	Hold	7,215	–	–	0.69%	29
2022 Q1	$608K	Hold	7,215	–	–	0.66%	37
2021 Q4	$442K	Buy	+7,215	New	+$453K	0.42%	70

Other funds holding IEO

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

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

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 Zurich, Switzerland $666B AUM 30.12% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Meadow Creek Wealth Advisors's IEO Position: Q3 2022 in Review

Meadow Creek Wealth Advisors held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q3 2022 at 7,215 shares worth $601K. The position accounts for 0.79% of the portfolio, ranked #27.

Meadow Creek Wealth Advisors first reported a position in IEO in Q4 2021 and has held it in 4 quarters since. The position peaked at $608K in Q1 2022. 163 funds tracked by Wall St. Rank hold IEO as of Q3 2022.

Meadow Creek Wealth Advisors held 7,215 shares of iShares US Oil & Gas Exploration & Production ETF worth $601K as of Q3 2022.
Meadow Creek Wealth Advisors left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q3 2022.
iShares US Oil & Gas Exploration & Production ETF made up 0.79% of Meadow Creek Wealth Advisors's portfolio in Q3 2022, its #27 holding.
Meadow Creek Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2021 and has held it in 4 quarters since.
Meadow Creek Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $608K in Q1 2022.
163 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on Meadow Creek Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.