Compass Financial Management
IEO icon

Compass Financial Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Compass Financial 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
Q3 		$90.7K Buy
687
+2
+0.3% +$258 0.01% 618
2026
Q2 		$84.2K Buy
+685
New +$79.5K 0.01% 585

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MML Investors Services
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Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Compass Financial Management's IEO Position: Q3 2026 in Review

Compass Financial Management increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.29% in Q3 2026, buying an estimated $258 and bringing the position to 687 shares worth $90.7K. The position accounts for 0.01% of the portfolio, ranked #618.

Compass Financial Management first reported a position in IEO in Q2 2026 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

  • Compass Financial Management held 687 shares of iShares US Oil & Gas Exploration & Production ETF worth $90.7K as of Q3 2026.
  • Compass Financial Management bought 2 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $258.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #618 holding.
  • Compass Financial Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2026 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.