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

TimeScale Financial’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 Q2	$5.17K	Buy	61 +1	+2%	+$84	﹤0.01%	426
2023 Q1	$5.19K	Buy	60 +2	+3%	+$179	﹤0.01%	413
2022 Q4	$4.86K	Hold	58	–	–	﹤0.01%	385
2022 Q3	$5K	Hold	58	–	–	﹤0.01%	382
2022 Q2	$5K	Buy	+58	New	+$5.14K	﹤0.01%	362

Other funds holding IEO

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TimeScale Financial's IEO Position: Q2 2023 in Review

TimeScale Financial increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 1.7% in Q2 2023, buying an estimated $84 and bringing the position to 61 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

TimeScale Financial first reported a position in IEO in Q2 2022 and has held it in 5 quarters since. The position peaked at $5.19K in Q1 2023. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2023.

TimeScale Financial held 61 shares of iShares US Oil & Gas Exploration & Production ETF worth $5.17K as of Q2 2023.
TimeScale Financial bought 1 iShares US Oil & Gas Exploration & Production ETF share in Q2 2023, an estimated $84.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #426 holding.
TimeScale Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and has held it in 5 quarters since.
TimeScale Financial's iShares US Oil & Gas Exploration & Production ETF position peaked at $5.19K in Q1 2023.
153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.