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

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $68k 745 91.45

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth Management

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

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Altus Wealth Management
EP Wealth Advisors
Mml Investors Services
Amica Mutual Insurance Company
Envestnet Asset Management
Royal Bank of Canada
Stifel Financial
Commonwealth Equity Services
Mutual Advisors
Raymond James & Associates
Citadel Advisors

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