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Stearns Financial Services Group’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Stearns Financial Services Group’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
2020
Q3 		$38K Buy
1,441
+23
+2% +$727 0.01% 178
2020
Q2 		$48K Buy
+1,418
New +$45.6K 0.01% 162

Other funds holding IEO

Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Stearns Financial Services Group's IEO Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 1.6% in Q3 2020, buying an estimated $727 and bringing the position to 1,441 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #178.

Stearns Financial Services Group first reported a position in IEO in Q2 2020 and has held it in 2 quarters since. The position peaked at $48K in Q2 2020. 73 funds tracked by Wall St. Rank hold IEO as of Q3 2020.

  • Stearns Financial Services Group held 1,441 shares of iShares US Oil & Gas Exploration & Production ETF worth $38K as of Q3 2020.
  • Stearns Financial Services Group bought 23 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2020, an estimated $727.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #178 holding.
  • Stearns Financial Services Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2020 and has held it in 2 quarters since.
  • Stearns Financial Services Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $48K in Q2 2020.
  • 73 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.