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

SeaCrest 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
2022 Q4	–	Sell	-2,685	Closed	-$224K	–	652
2022 Q3	$224K	Sell	2,685 -10,519	-80%	-$895K	0.03%	512
2022 Q2	$1.03M	Buy	13,204 +2,963	+29%	+$263K	0.13%	170
2022 Q1	$864K	Buy	+10,241	New	+$767K	0.1%	210

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SeaCrest Wealth Management's IEO Position: Q4 2022 in Review

SeaCrest Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2022, closing a stake of 2,685 shares — an estimated $224K sold.

SeaCrest Wealth Management first reported a position in IEO in Q1 2022 and held it in 3 quarters. The position peaked at $1.03M in Q2 2022. 178 funds tracked by Wall St. Rank hold IEO as of Q4 2022.

SeaCrest Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,685 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2022, an estimated $224K.
SeaCrest Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 3 quarters.
SeaCrest Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.03M in Q2 2022.
178 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2022.

Based on SeaCrest Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.