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

Wells 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
2024 Q1	–	Sell	-600	Closed	-$57.1K	–	69
2023 Q4	$55.9K	Hold	600	–	–	0.04%	51
2023 Q3	$58.5K	Hold	600	–	–	0.05%	49
2023 Q2	$51K	Hold	600	–	–	0.04%	51
2023 Q1	$51.5K	Hold	600	–	–	0.04%	50
2022 Q4	$55.7K	Hold	600	–	–	0.05%	50
2022 Q3	$50K	Buy	+600	New	+$51.1K	0.05%	50

Other funds holding IEO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Wells Financial Advisors's IEO Position: Q1 2024 in Review

Wells Financial Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2024, closing a stake of 600 shares — an estimated $57.1K sold.

Wells Financial Advisors first reported a position in IEO in Q3 2022 and held it in 6 quarters. The position peaked at $58.5K in Q3 2023. 177 funds tracked by Wall St. Rank hold IEO as of Q1 2024.

Wells Financial Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Wells Financial Advisors sold 600 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $57.1K.
Wells Financial Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2022 and held it in 6 quarters.
Wells Financial Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $58.5K in Q3 2023.
177 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Wells Financial Advisors's 13F filing for Q1 2024, filed 14 May 2024.