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

AE 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
2026
Q2 		$23.8K Buy
217
+8
+4% +$929 ﹤0.01% 2225
2026
Q1 		$26.1K Buy
209
+150
+254% +$15.9K ﹤0.01% 2083
2025
Q4 		$5.27K Buy
59
+36
+157% +$3.28K ﹤0.01% 2218
2025
Q3 		$2.13K Sell
23
-110
-83% -$9.97K ﹤0.01% 2166
2025
Q2 		$11.8K Sell
133
-276
-67% -$23.7K ﹤0.01% 1851
2025
Q1 		$38.7K Buy
409
+7
+2% +$655 ﹤0.01% 1623
2024
Q4 		$36K Buy
+402
New +$37.8K ﹤0.01% 1616
2024
Q1 		– Sell
-4,503
Closed -$416K – 1552
2023
Q4 		$416K Sell
4,503
-21,715
-83% -$2.06M ﹤0.01% 1546
2023
Q3 		$2.56M Sell
26,218
-191
-0.7% -$18.1K 0.02% 765
2023
Q2 		$2.24M Sell
26,409
-8,960
-25% -$752K 0.01% 811
2023
Q1 		$3.04M Sell
35,369
-41,152
-54% -$3.69M 0.02% 661
2022
Q4 		$7.11M Buy
76,521
+41,468
+118% +$4.02M 0.05% 391
2022
Q3 		$2.92M Buy
35,053
+4,575
+15% +$389K 0.02% 578
2022
Q2 		$2.37M Sell
30,478
-4,051
-12% -$359K 0.02% 612
2022
Q1 		$2.91M Sell
34,529
-22,382
-39% -$1.68M 0.02% 598
2021
Q4 		$3.48M Buy
56,911
+3,720
+7% +$233K 0.02% 525
2021
Q3 		$3.09M Buy
53,191
+10,503
+25% +$548K 0.03% 504
2021
Q2 		$2.45M Buy
42,688
+14,475
+51% +$767K 0.02% 571
2021
Q1 		$1.37M Buy
+28,213
New +$1.27M 0.01% 679

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's IEO Position: Q2 2026 in Review

AE Wealth Management increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 3.8% in Q2 2026, buying an estimated $929 and bringing the position to 217 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

AE Wealth Management first reported a position in IEO in Q1 2021 and has held it in 19 quarters since. The position peaked at $7.11M in Q4 2022. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • AE Wealth Management held 217 shares of iShares US Oil & Gas Exploration & Production ETF worth $23.8K as of Q2 2026.
  • AE Wealth Management bought 8 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $929.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2225 holding.
  • AE Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and has held it in 19 quarters since.
  • AE Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $7.11M in Q4 2022.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.