Telemus Capital’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Telemus Capital’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	$385K	Buy	+4,132	New	+$392K	0.03%	261

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

Telemus Capital's IEO Position: Q4 2023 in Review

Telemus Capital opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2023: 4,132 shares worth $385K. The stake represents 0.03% of the portfolio and ranks #261 among its holdings.

179 funds tracked by Wall St. Rank hold IEO as of Q4 2023.

Telemus Capital held 4,132 shares of iShares US Oil & Gas Exploration & Production ETF worth $385K as of Q4 2023.
iShares US Oil & Gas Exploration & Production ETF was a new Telemus Capital position in Q4 2023.
iShares US Oil & Gas Exploration & Production ETF made up 0.03% of Telemus Capital's portfolio in Q4 2023, its #261 holding.
179 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.