CAS
IEO icon

Coppell Advisory Solutions’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-49
Closed -$4.33K – 1048
2024
Q4 		$4.33K Buy
+49
New +$4.61K ﹤0.01% 1360

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
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coppell Advisory Solutions's IEO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2025, closing a stake of 49 shares — an estimated $4.33K sold.

Coppell Advisory Solutions first reported a position in IEO in Q4 2024 and held it in 1 quarter. The position peaked at $4.33K in Q4 2024. 156 funds tracked by Wall St. Rank hold IEO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 49 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $4.33K.
  • Coppell Advisory Solutions first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's iShares US Oil & Gas Exploration & Production ETF position peaked at $4.33K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.