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

Rise 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
2023 Q4	–	Sell	-67	Closed	-$6.49K	–	639
2023 Q3	$6.49K	Hold	67	–	–	0.01%	352
2023 Q2	$5.65K	Buy	67 +1	+2%	+$84	﹤0.01%	407
2023 Q1	$5.68K	Hold	66	–	–	﹤0.01%	439
2022 Q4	$6.08K	Buy	66 +1	+2%	+$97	﹤0.01%	422
2022 Q3	$5K	Sell	65 -279	-81%	-$23.7K	﹤0.01%	434
2022 Q2	$27K	Sell	344 -296	-46%	-$26.2K	0.03%	203
2022 Q1	$54K	Buy	640 +4	+0.6%	+$300	0.05%	144
2021 Q4	$38.9K	Buy	+636	New	+$39.9K	0.04%	174

Other funds holding IEO

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Rise Advisors's IEO Position: Q4 2023 in Review

Rise Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2023, closing a stake of 67 shares — an estimated $6.49K sold.

Rise Advisors first reported a position in IEO in Q4 2021 and held it in 8 quarters. The position peaked at $54K in Q1 2022. 179 funds tracked by Wall St. Rank hold IEO as of Q4 2023.

Rise Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
Rise Advisors sold 67 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $6.49K.
Rise Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2021 and held it in 8 quarters.
Rise Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $54K in Q1 2022.
179 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.