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

Teamwork 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
2023 Q4	–	Sell	-21,125	Closed	-$2.06M	–	203
2023 Q3	$2.06M	Sell	21,125 -523	-2%	-$49.6K	0.34%	50
2023 Q2	$1.84M	Sell	21,648 -9,584	-31%	-$804K	0.3%	56
2023 Q1	$2.68M	Sell	31,232 -393	-1%	-$35.2K	0.5%	41
2022 Q4	$2.94M	Buy	31,625 +410	+1%	+$39.8K	0.59%	32
2022 Q3	$2.6M	Buy	31,215 +2,376	+8%	+$202K	0.56%	34
2022 Q2	$2.25M	Sell	28,839 -4,327	-13%	-$383K	0.49%	42
2022 Q1	$2.8M	Sell	33,166 -9,256	-22%	-$693K	0.52%	47
2021 Q4	$2.6M	Buy	42,422 +280	+0.7%	+$17.6K	0.48%	33
2021 Q3	$2.45M	Buy	42,142 +9,168	+28%	+$478K	0.48%	35
2021 Q2	$1.89M	Buy	32,974 +5,201	+19%	+$275K	0.39%	49
2021 Q1	$1.35M	Buy	+27,773	New	+$1.25M	0.32%	58

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

Teamwork Financial Advisors's IEO Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2023, closing a stake of 21,125 shares — an estimated $2.06M sold.

Teamwork Financial Advisors first reported a position in IEO in Q1 2021 and held it in 11 quarters. The position peaked at $2.94M in Q4 2022. 179 funds tracked by Wall St. Rank hold IEO as of Q4 2023.

Teamwork Financial Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 21,125 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $2.06M.
Teamwork Financial Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 11 quarters.
Teamwork Financial Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.94M in Q4 2022.
179 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.