CX Institutional’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

CX Institutional’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	$94K	Sell	854 -660	-44%	-$76.6K	﹤0.01%	874
2026 Q1	$189K	Buy	1,514 +8	+0.5%	+$846	0.01%	735
2025 Q4	$134K	Buy	1,506 +906	+151%	+$82.6K	﹤0.01%	800
2025 Q3	$56K	Sell	600 -107	-15%	-$9.7K	﹤0.01%	921
2025 Q2	$63K	Buy	707 +637	+910%	+$54.6K	﹤0.01%	824
2025 Q1	$7K	Sell	70 -8,788	-99%	-$822K	﹤0.01%	1041
2024 Q4	$794K	Buy	8,858 +5,043	+132%	+$475K	0.03%	287
2024 Q3	$349K	Buy	+3,815	New	+$365K	0.02%	436

Other funds holding IEO

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 New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CX Institutional's IEO Position: Q2 2026 in Review

CX Institutional reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 44% in Q2 2026, selling an estimated $76.6K and leaving 854 shares worth $94K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

CX Institutional first reported a position in IEO in Q3 2024 and has held it in 8 quarters since. The position peaked at $794K in Q4 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

CX Institutional held 854 shares of iShares US Oil & Gas Exploration & Production ETF worth $94K as of Q2 2026.
CX Institutional sold 660 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $76.6K.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #874 holding.
CX Institutional first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2024 and has held it in 8 quarters since.
CX Institutional's iShares US Oil & Gas Exploration & Production ETF position peaked at $794K in Q4 2024.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.