Activest Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Activest Wealth Management’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
2025 Q2	–	Sell	-4	Closed	-$343	–	1111
2025 Q1	$394	Hold	4	–	–	﹤0.01%	872
2024 Q4	$372	Hold	4	–	–	﹤0.01%	565
2024 Q3	$378	Hold	4	–	–	﹤0.01%	498
2024 Q2	$409	Hold	4	–	–	﹤0.01%	469
2024 Q1	$438	Hold	4	–	–	﹤0.01%	346
2023 Q4	$380	Hold	4	–	–	﹤0.01%	306
2023 Q3	$394	Buy	+4	New	+$380	﹤0.01%	323

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Activest Wealth Management's IEO Position: Q2 2025 in Review

Activest Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2025, closing a stake of 4 shares — an estimated $343 sold.

Activest Wealth Management first reported a position in IEO in Q3 2023 and held it in 7 quarters. The position peaked at $438 in Q1 2024. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

Activest Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Activest Wealth Management sold 4 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $343.
Activest Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 7 quarters.
Activest Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $438 in Q1 2024.
153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Activest Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.