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

Sequoia Financial 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
2024
Q2 		– Sell
-2,033
Closed -$218K – 1253
2024
Q1 		$218K Buy
+2,033
New +$194K ﹤0.01% 1017

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sequoia Financial Advisors's IEO Position: Q2 2024 in Review

Sequoia Financial Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2024, closing a stake of 2,033 shares — an estimated $218K sold.

Sequoia Financial Advisors first reported a position in IEO in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 183 funds tracked by Wall St. Rank hold IEO as of Q2 2024.

  • Sequoia Financial Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,033 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2024, an estimated $218K.
  • Sequoia Financial Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $218K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2024.

Based on Sequoia Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.