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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
Q2 		$84.2K Buy
+685
New +$79.5K 0.01% 585

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Compass Financial Management's IEO Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026: 685 shares worth $84.2K. The stake represents 0.01% of the portfolio and ranks #585 among its holdings.

153 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Compass Financial Management held 685 shares of iShares US Oil & Gas Exploration & Production ETF worth $84.2K as of Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF was a new Compass Financial Management position in Q2 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #585 holding.
  • 153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.