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iShares Dow Jones US Oil & Gas Exp. shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of iShares Dow Jones US Oil & Gas Exp. (IEO) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in iShares Dow Jones US Oil & Gas Exp.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil & Gas Exp. held by Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Oil & Gas Exp. by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $245k 2.0k 124.90
2025-03-31 $186k 2.0k 94.58
2024-03-31 $210k 2.0k 106.97

More positions owned by Coldstream Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Coldstream Capital Management

Top funds holding iShares Dow Jones US Oil & Gas Exp.

Morgan Stanley
Bnp Paribas Arbitrage, Snc
Pictet & Cie
LPL Financial
Bank of America Corporation
Wells Fargo & Company
EP Wealth Advisors
Royal Bank of Canada
Envestnet Asset Management
Commonwealth Equity Services
Goss Wealth Management
UBS Group
Mader & Shannon Wealth Management
Ameriprise Financial
Manufacturers Life Insurance Company

View all funds holding iShares Dow Jones US Oil & Gas Exp.