Wealthcare Advisory Partners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-65	Closed	-$3K	–	1158
2021 Q1	$3K	Buy	+65	New	+$2.93K	﹤0.01%	1784
2020 Q2	–	Sell	-65	Closed	-$1K	–	814
2020 Q1	$1K	Hold	65	–	–	﹤0.01%	1401
2019 Q4	$4K	Hold	65	–	–	﹤0.01%	1153
2019 Q3	$3K	Hold	65	–	–	﹤0.01%	1156
2019 Q2	$4K	Hold	65	–	–	﹤0.01%	1098
2019 Q1	$4K	Hold	65	–	–	﹤0.01%	997
2018 Q4	$3K	Hold	65	–	–	﹤0.01%	1029
2018 Q3	$5K	Buy	+65	New	+$4.82K	﹤0.01%	993

Other funds holding IEO

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealthcare Advisory Partners's IEO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2021, closing a stake of 65 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in IEO in Q3 2018 and held it in 8 quarters. The position peaked at $5K in Q3 2018. 103 funds tracked by Wall St. Rank hold IEO as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 65 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2021, an estimated $3K.
Wealthcare Advisory Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $5K in Q3 2018.
103 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.