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

VitalStone 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
2024 Q3	–	Sell	-7	Closed	-$730	–	516
2024 Q2	$730	Hold	7	–	–	﹤0.01%	429
2024 Q1	$1K	Sell	7 -19	-73%	-$1.81K	﹤0.01%	433
2023 Q4	$2K	Hold	26	–	–	﹤0.01%	413
2023 Q3	$2K	Sell	26 -57	-69%	-$5.41K	﹤0.01%	375
2023 Q2	$8K	Buy	+83	New	+$6.97K	﹤0.01%	690
2023 Q1	–	Sell	-91	Closed	-$9K	–	431
2022 Q4	$9K	Buy	+91	New	+$8.83K	0.01%	361

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

VitalStone Financial's IEO Position: Q3 2024 in Review

VitalStone Financial sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2024, closing a stake of 7 shares — an estimated $730 sold.

VitalStone Financial first reported a position in IEO in Q4 2022 and held it in 6 quarters. The position peaked at $9K in Q4 2022. 168 funds tracked by Wall St. Rank hold IEO as of Q3 2024.

VitalStone Financial reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
VitalStone Financial sold 7 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $730.
VitalStone Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 6 quarters.
VitalStone Financial's iShares US Oil & Gas Exploration & Production ETF position peaked at $9K in Q4 2022.
168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.