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Cresset Asset Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Cresset Asset 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 		$835K Sell
7,604
-1,255
-14% -$146K ﹤0.01% 980
2026
Q1 		$1.11M Buy
8,859
+1,341
+18% +$142K ﹤0.01% 748
2025
Q4 		$671K Buy
7,518
+3,184
+73% +$290K ﹤0.01% 951
2025
Q3 		$401K Buy
4,334
+254
+6% +$23K ﹤0.01% 1127
2025
Q2 		$361K Sell
4,080
-1,948
-32% -$167K ﹤0.01% 1058
2025
Q1 		$570K Buy
6,028
+923
+18% +$86.3K ﹤0.01% 1000
2024
Q4 		$458K Buy
5,105
+19
+0.4% +$1.79K ﹤0.01% 1128
2024
Q3 		$465K Sell
5,086
-73
-1% -$6.98K ﹤0.01% 1558
2024
Q2 		$513K Buy
5,159
+17
+0.3% +$1.76K ﹤0.01% 1434
2024
Q1 		$550K Buy
5,142
+297
+6% +$28.3K ﹤0.01% 1294
2023
Q4 		$451K Buy
4,845
+197
+4% +$18.7K ﹤0.01% 1282
2023
Q3 		$456K Sell
4,648
-350
-7% -$33.2K ﹤0.01% 1237
2023
Q2 		$425K Buy
4,998
+2,157
+76% +$181K ﹤0.01% 1358
2023
Q1 		$244K Sell
2,841
-76
-3% -$6.81K ﹤0.01% 697
2022
Q4 		$271K Buy
2,917
+169
+6% +$16.4K ﹤0.01% 558
2022
Q3 		$228K Hold
2,748
– – ﹤0.01% 757
2022
Q2 		$214K Buy
2,748
+17
+0.6% +$1.51K ﹤0.01% 819
2022
Q1 		$231K Buy
+2,731
New +$205K ﹤0.01% 866

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cresset Asset Management's IEO Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 14% in Q2 2026, selling an estimated $146K and leaving 7,604 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Cresset Asset Management first reported a position in IEO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.11M in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Cresset Asset Management held 7,604 shares of iShares US Oil & Gas Exploration & Production ETF worth $835K as of Q2 2026.
  • Cresset Asset Management sold 1,255 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $146K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #980 holding.
  • Cresset Asset Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 18 quarters since.
  • Cresset Asset Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.11M in Q1 2026.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.