CWP
IEO icon

Concord Wealth Partners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-46
Closed -$4.08K – 857
2025
Q2 		$4.08K Buy
+46
New +$3.94K ﹤0.01% 656

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concord Wealth Partners's IEO Position: Q3 2025 in Review

Concord Wealth Partners sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2025, closing a stake of 46 shares — an estimated $4.08K sold.

Concord Wealth Partners first reported a position in IEO in Q2 2025 and held it in 1 quarter. The position peaked at $4.08K in Q2 2025. 151 funds tracked by Wall St. Rank hold IEO as of Q3 2025.

  • Concord Wealth Partners reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 46 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2025, an estimated $4.08K.
  • Concord Wealth Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2025 and held it in 1 quarter.
  • Concord Wealth Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $4.08K in Q2 2025.
  • 151 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.