Register Financial Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4	Closed	-$366	–	299
2024 Q3	$366	Hold	4	–	–	﹤0.01%	296
2024 Q2	$398	Hold	4	–	–	﹤0.01%	713
2024 Q1	$428	Hold	4	–	–	﹤0.01%	720
2023 Q4	$373	Hold	4	–	–	﹤0.01%	288
2023 Q3	$390	Hold	4	–	–	﹤0.01%	575
2023 Q2	$340	Hold	4	–	–	﹤0.01%	532
2023 Q1	$343	Buy	+4	New	+$358	﹤0.01%	530

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

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

Register Financial Advisors's IEO Position: Q4 2024 in Review

Register Financial Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2024, closing a stake of 4 shares — an estimated $366 sold.

Register Financial Advisors first reported a position in IEO in Q1 2023 and held it in 7 quarters. The position peaked at $428 in Q1 2024. 161 funds tracked by Wall St. Rank hold IEO as of Q4 2024.

Register Financial Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
Register Financial Advisors sold 4 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $366.
Register Financial Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2023 and held it in 7 quarters.
Register Financial Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $428 in Q1 2024.
161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on Register Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.