EIPL
FEOE

Essential Investment Partners LLC’s First Eagle Overseas Equity ETF FEOE Stock Holding History

Essential Investment Partners LLC’s Portfolio FEOE Stock Details FEOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$509K Buy
9,526
+1,080
+13% +$57.4K 0.41% 55
2026
Q1 		$426K Buy
8,446
+2,410
+40% +$125K 0.39% 60
2025
Q4 		$292K Buy
+6,036
New +$285K 0.27% 71

Other funds holding FEOE

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return