World Investment Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

World Investment 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 Q4	–	Sell	-5,639	Closed	-$516K	–	1024
2024 Q3	$516K	Buy	+5,639	New	+$539K	0.02%	589
2023 Q1	–	Sell	-4,478	Closed	-$416K	–	248
2022 Q4	$416K	Sell	4,478 -63	-1%	-$6.11K	0.1%	146
2022 Q3	$378K	Hold	4,541	–	–	0.09%	160
2022 Q2	$372K	Sell	4,541 -392	-8%	-$34.7K	0.08%	175
2022 Q1	$416K	Buy	4,933 +536	+12%	+$40.1K	0.09%	166
2021 Q4	$325K	Buy	+4,397	New	+$276K	0.07%	191

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $225M AUM 16.91% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

World Investment Advisors's IEO Position: Q4 2024 in Review

World Investment Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2024, closing a stake of 5,639 shares — an estimated $516K sold.

World Investment Advisors first reported a position in IEO in Q4 2021 and held it in 6 quarters. The position peaked at $516K in Q3 2024. 161 funds tracked by Wall St. Rank hold IEO as of Q4 2024.

World Investment Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
World Investment Advisors sold 5,639 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $516K.
World Investment Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2021 and held it in 6 quarters.
World Investment Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $516K in Q3 2024.
161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on World Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.