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Oxford Financial Group’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Oxford Financial Group’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
Q3 		– Sell
-742
Closed -$73.8K – 315
2024
Q2 		$73.8K Hold
742
– – ﹤0.01% 278
2024
Q1 		$79.4K Buy
+742
New +$70.7K 0.01% 238

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oxford Financial Group's IEO Position: Q3 2024 in Review

Oxford Financial Group sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2024, closing a stake of 742 shares — an estimated $73.8K sold.

Oxford Financial Group first reported a position in IEO in Q1 2024 and held it in 2 quarters. The position peaked at $79.4K in Q1 2024. 168 funds tracked by Wall St. Rank hold IEO as of Q3 2024.

  • Oxford Financial Group reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
  • Oxford Financial Group sold 742 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $73.8K.
  • Oxford Financial Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2024 and held it in 2 quarters.
  • Oxford Financial Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $79.4K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.