Sterling Investment Advisors (Missouri)’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Sterling Investment Advisors (Missouri)’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 Q2	–	Sell	-6,064	Closed	-$511K	–	27
2022 Q1	$511K	Buy	6,064 +40	+0.7%	+$3K	0.3%	19
2021 Q4	$369K	Buy	6,024 +58	+1%	+$3.64K	0.21%	20
2021 Q3	$347K	Buy	5,966 +57	+1%	+$2.97K	0.21%	21
2021 Q2	$339K	Buy	5,909 +21	+0.4%	+$1.11K	0.21%	21
2021 Q1	$287K	Buy	5,888 +31	+0.5%	+$1.4K	0.18%	21
2020 Q4	$210K	Buy	+5,857	New	+$183K	0.14%	24

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s IEO Position: Q2 2022 in Review

Sterling Investment Advisors (Missouri) sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2022, closing a stake of 6,064 shares — an estimated $511K sold.

Sterling Investment Advisors (Missouri) first reported a position in IEO in Q4 2020 and held it in 6 quarters. The position peaked at $511K in Q1 2022. 152 funds tracked by Wall St. Rank hold IEO as of Q2 2022.

Sterling Investment Advisors (Missouri) reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2022 after selling out during the quarter.
Sterling Investment Advisors (Missouri) sold 6,064 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2022, an estimated $511K.
Sterling Investment Advisors (Missouri) first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2020 and held it in 6 quarters.
Sterling Investment Advisors (Missouri)'s iShares US Oil & Gas Exploration & Production ETF position peaked at $511K in Q1 2022.
152 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2022.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2022, filed 27 Jul 2022.