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

United Capital 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
-2,470
Closed -$241K – 1089
2023
Q3 		$241K Buy
+2,470
New +$234K ﹤0.01% 765
2023
Q1 		– Sell
-3,816
Closed -$354K – 1014
2022
Q4 		$354K Buy
3,816
+448
+13% +$43.5K ﹤0.01% 838
2022
Q3 		$280K Buy
3,368
+300
+10% +$25.5K ﹤0.01% 927
2022
Q2 		$239K Sell
3,068
-119
-4% -$10.5K ﹤0.01% 1002
2022
Q1 		$269K Sell
3,187
-381
-11% -$28.5K ﹤0.01% 1018
2021
Q4 		$219K Hold
3,568
– – ﹤0.01% 1121
2021
Q3 		$207K Hold
3,568
– – ﹤0.01% 1136
2021
Q2 		$204K Buy
+3,568
New +$189K ﹤0.01% 1163
2020
Q3 		– Sell
-9,418
Closed -$318K – 1190
2020
Q2 		$318K Hold
9,418
– – ﹤0.01% 988
2020
Q1 		$619K Sell
9,418
-2,593
-22% -$108K 0.01% 751
2019
Q4 		$667K Buy
12,011
+224
+2% +$11.6K ﹤0.01% 908
2019
Q3 		$601K Sell
11,787
-5,047
-30% -$261K ﹤0.01% 897
2019
Q2 		$944K Sell
16,834
-300
-2% -$17K 0.01% 833
2019
Q1 		$997K Buy
17,134
+4,000
+30% +$230K 0.01% 777
2018
Q4 		$678K Sell
13,134
-5,643
-30% -$357K 0.01% 817
2018
Q3 		$1.43M Sell
18,777
-35,099
-65% -$2.6M 0.01% 679
2018
Q2 		$4M Buy
53,876
+33,256
+161% +$2.38M 0.03% 456
2018
Q1 		$1.31M Buy
20,620
+3,257
+19% +$209K 0.01% 703
2017
Q4 		$1.14M Buy
17,363
+1,940
+13% +$117K 0.01% 751
2017
Q3 		$906K Buy
15,423
+1,298
+9% +$70.5K 0.01% 802
2017
Q2 		$773K Buy
14,125
+720
+5% +$41.2K 0.01% 831
2017
Q1 		$819K Buy
13,405
+1,244
+10% +$78K 0.01% 798
2016
Q4 		$796K Buy
12,161
+496
+4% +$31.1K 0.01% 806
2016
Q3 		$718K Sell
11,665
-945
-7% -$54.8K 0.01% 865
2016
Q2 		$719K Buy
12,610
+115
+0.9% +$6.44K 0.01% 828
2016
Q1 		$649K Buy
12,495
+970
+8% +$46.2K 0.01% 808
2015
Q4 		$610K Sell
11,525
-2,150
-16% -$129K 0.01% 839
2015
Q3 		$758K Sell
13,675
-4,390
-24% -$272K 0.01% 768
2015
Q2 		$1.28M Sell
18,065
-281
-2% -$21.1K 0.01% 684
2015
Q1 		$1.45M Buy
18,346
+3,819
+26% +$274K 0.02% 640
2014
Q4 		$1.04M Buy
14,527
+3,150
+28% +$241K 0.02% 642
2014
Q3 		$989K Buy
11,377
+900
+9% +$83.8K 0.02% 605
2014
Q2 		$1.02M Sell
10,477
-495
-5% -$45.4K 0.02% 561
2014
Q1 		$933K Sell
10,972
-597
-5% -$48.7K 0.02% 502
2013
Q4 		$952K Buy
+11,569
New +$942K 0.03% 338
2013
Q3 		– Sell
-18,868
Closed -$1.35M – 710
2013
Q2 		$1.35M Buy
+18,868
New +$1.37M 0.04% 363

Other funds holding IEO

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
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

United Capital Financial Advisors's IEO Position: Q4 2023 in Review

United Capital Financial Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2023, closing a stake of 2,470 shares — an estimated $241K sold.

United Capital Financial Advisors first reported a position in IEO in Q2 2013 and held it in 36 quarters. The position peaked at $4M in Q2 2018. 179 funds tracked by Wall St. Rank hold IEO as of Q4 2023.

  • United Capital Financial Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,470 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $241K.
  • United Capital Financial Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2013 and held it in 36 quarters.
  • United Capital Financial Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $4M in Q2 2018.
  • 179 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.