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Personal Capital Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Personal Capital 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
Q4 		$233K Hold
2,512
– – ﹤0.01% 431
2022
Q3 		$209K Buy
+2,512
New +$214K ﹤0.01% 427
2022
Q2 		– Sell
-2,512
Closed -$212K – 459
2022
Q1 		$212K Buy
+2,512
New +$188K ﹤0.01% 473

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Personal Capital Advisors's IEO Position: Q4 2022 in Review

Personal Capital Advisors held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q4 2022 at 2,512 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Personal Capital Advisors first reported a position in IEO in Q1 2022 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold IEO as of Q4 2022.

  • Personal Capital Advisors held 2,512 shares of iShares US Oil & Gas Exploration & Production ETF worth $233K as of Q4 2022.
  • Personal Capital Advisors left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q4 2022.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #431 holding.
  • Personal Capital Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.