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Arete Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Arete Wealth Advisors’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
Q4 		– Sell
-18,072
Closed -$1.67M – 527
2025
Q3 		$1.67M Buy
18,072
+3,937
+28% +$357K 0.1% 196
2025
Q2 		$1.25M Buy
+14,135
New +$1.21M 0.09% 224

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Arete Wealth Advisors's IEO Position: Q4 2025 in Review

Arete Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2025, closing a stake of 18,072 shares — an estimated $1.67M sold.

Arete Wealth Advisors first reported a position in IEO in Q2 2025 and held it in 2 quarters. The position peaked at $1.67M in Q3 2025. 154 funds tracked by Wall St. Rank hold IEO as of Q4 2025.

  • Arete Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 18,072 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2025, an estimated $1.67M.
  • Arete Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.67M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.