Brookstone Capital Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Brookstone Capital 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	-3,035	Closed	-$287K	–	1083
2025 Q1	$287K	Sell	3,035 -2,116	-41%	-$198K	﹤0.01%	869
2024 Q4	$462K	Sell	5,151 -10,629	-67%	-$1M	0.01%	713
2024 Q3	$1.44M	Buy	15,780 +159	+1%	+$15.2K	0.02%	428
2024 Q2	$1.58M	Sell	15,621 -260	-2%	-$27K	0.03%	409
2024 Q1	$1.7M	Sell	15,881 -4,124	-21%	-$393K	0.03%	377
2023 Q4	$1.86M	Buy	20,005 +7,763	+63%	+$737K	0.04%	339
2023 Q3	$1.25M	Buy	+12,242	New	+$1.16M	0.03%	392

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

Brookstone Capital Management's IEO Position: Q2 2025 in Review

Brookstone Capital Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2025, closing a stake of 3,035 shares — an estimated $287K sold.

Brookstone Capital Management first reported a position in IEO in Q3 2023 and held it in 7 quarters. The position peaked at $1.86M in Q4 2023. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

Brookstone Capital Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Brookstone Capital Management sold 3,035 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $287K.
Brookstone Capital Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 7 quarters.
Brookstone Capital Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.86M in Q4 2023.
153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Brookstone Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.