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

Meridian 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
2024 Q1	–	Sell	-2,573	Closed	-$240K	–	341
2023 Q4	$240K	Sell	2,573 -2,599	-50%	-$247K	0.02%	536
2023 Q3	$504K	Buy	5,172 +2,061	+66%	+$196K	0.03%	368
2023 Q2	$264K	Sell	3,111 -296	-9%	-$24.8K	0.02%	461
2023 Q1	$292K	Sell	3,407 -8	-0.2%	-$716	0.03%	432
2022 Q4	$317K	Sell	3,415 -1	-0%	-$97	0.03%	402
2022 Q3	$284K	Sell	3,416 -4,436	-56%	-$378K	0.03%	376
2022 Q2	$611K	Buy	+7,852	New	+$696K	0.05%	313

Other funds holding IEO

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

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

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

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

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Meridian Wealth Management's IEO Position: Q1 2024 in Review

Meridian Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2024, closing a stake of 2,573 shares — an estimated $240K sold.

Meridian Wealth Management first reported a position in IEO in Q2 2022 and held it in 7 quarters. The position peaked at $611K in Q2 2022. 177 funds tracked by Wall St. Rank hold IEO as of Q1 2024.

Meridian Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Meridian Wealth Management sold 2,573 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $240K.
Meridian Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 7 quarters.
Meridian Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $611K in Q2 2022.
177 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.