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

MinichMacGregor 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 Q2	–	Sell	-62,273	Closed	-$6.72M	–	111
2024 Q1	$6.72M	Buy	+62,273	New	+$5.93M	1.71%	28
2023 Q1	–	Sell	-26,594	Closed	-$2.47M	–	335
2022 Q4	$2.47M	Sell	26,594 -1,014	-4%	-$98.3K	0.89%	23
2022 Q3	$2.3M	Sell	27,608 -673	-2%	-$57.3K	0.92%	25
2022 Q2	$2.2M	Sell	28,281 -845	-3%	-$74.9K	0.91%	27
2022 Q1	$2.46M	Buy	+29,126	New	+$2.18M	0.78%	31
2021 Q4	–	Sell	-149,888	Closed	-$8.71M	–	92
2021 Q3	$8.71M	Buy	+149,888	New	+$7.82M	2.93%	15

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

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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MinichMacGregor Wealth Management's IEO Position: Q2 2024 in Review

MinichMacGregor Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2024, closing a stake of 62,273 shares — an estimated $6.72M sold.

MinichMacGregor Wealth Management first reported a position in IEO in Q3 2021 and held it in 6 quarters. The position peaked at $8.71M in Q3 2021. 183 funds tracked by Wall St. Rank hold IEO as of Q2 2024.

MinichMacGregor Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
MinichMacGregor Wealth Management sold 62,273 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2024, an estimated $6.72M.
MinichMacGregor Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2021 and held it in 6 quarters.
MinichMacGregor Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $8.71M in Q3 2021.
183 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.