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

WealthShield 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
Q3 		– Sell
-47,852
Closed -$2.74M – 468
2021
Q2 		$2.74M Buy
+47,852
New +$2.53M 0.43% 55

Other funds holding IEO

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MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

WealthShield Partners's IEO Position: Q3 2021 in Review

WealthShield Partners sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2021, closing a stake of 47,852 shares — an estimated $2.74M sold.

WealthShield Partners first reported a position in IEO in Q2 2021 and held it in 1 quarter. The position peaked at $2.74M in Q2 2021. 92 funds tracked by Wall St. Rank hold IEO as of Q3 2021.

  • WealthShield Partners reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 47,852 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2021, an estimated $2.74M.
  • WealthShield Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2021 and held it in 1 quarter.
  • WealthShield Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.74M in Q2 2021.
  • 92 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.