Total Clarity Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-830	Closed	-$65K	–	566
2022 Q2	$65K	Buy	+830	New	+$73.5K	0.03%	378
2021 Q4	–	Sell	-20	Closed	-$1K	–	1018
2021 Q3	$1K	Buy	+20	New	+$1.04K	﹤0.01%	956
2021 Q2	–	Sell	-20	Closed	-$1K	–	425
2021 Q1	$1K	Buy	+20	New	+$902	﹤0.01%	801

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Total Clarity Wealth Management's IEO Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2022, closing a stake of 830 shares — an estimated $65K sold.

Total Clarity Wealth Management first reported a position in IEO in Q1 2021 and held it in 3 quarters. The position peaked at $65K in Q2 2022. 163 funds tracked by Wall St. Rank hold IEO as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 830 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2022, an estimated $65K.
Total Clarity Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 3 quarters.
Total Clarity Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $65K in Q2 2022.
163 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.