Betterment LLC
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Betterment LLC’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Betterment LLC’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 		$479K Buy
4,358
+1,763
+68% +$205K ﹤0.01% 493
2026
Q1 		$324K Buy
+2,595
New +$275K ﹤0.01% 520

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

Betterment LLC's IEO Position: Q2 2026 in Review

Betterment LLC increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 68% in Q2 2026, buying an estimated $205K and bringing the position to 4,358 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Betterment LLC first reported a position in IEO in Q1 2026 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Betterment LLC held 4,358 shares of iShares US Oil & Gas Exploration & Production ETF worth $479K as of Q2 2026.
  • Betterment LLC bought 1,763 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $205K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #493 holding.
  • Betterment LLC first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2026 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.