Envestnet Asset Management
IEO icon

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

Envestnet 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 		$1.79M Sell
16,302
-42,921
-72% -$4.98M ﹤0.01% 3234
2026
Q1 		$7.4M Buy
59,223
+1,545
+3% +$163K ﹤0.01% 2037
2025
Q4 		$5.15M Buy
57,678
+1,940
+3% +$177K ﹤0.01% 2152
2025
Q3 		$5.16M Sell
55,738
-14,294
-20% -$1.3M ﹤0.01% 2217
2025
Q2 		$6.2M Buy
70,032
+771
+1% +$66.1K ﹤0.01% 2051
2025
Q1 		$6.55M Buy
69,261
+10,117
+17% +$946K ﹤0.01% 1942
2024
Q4 		$5.3M Sell
59,144
-11,075
-16% -$1.04M ﹤0.01% 2064
2024
Q3 		$6.42M Sell
70,219
-10,033
-13% -$959K ﹤0.01% 1939
2024
Q2 		$7.99M Sell
80,252
-5,431
-6% -$563K ﹤0.01% 1698
2024
Q1 		$9.17M Buy
85,683
+626
+0.7% +$59.6K ﹤0.01% 1579
2023
Q4 		$7.93M Sell
85,057
-9,355
-10% -$888K ﹤0.01% 1584
2023
Q3 		$9.21M Buy
94,412
+14,318
+18% +$1.36M ﹤0.01% 1423
2023
Q2 		$6.8M Sell
80,094
-32,822
-29% -$2.76M ﹤0.01% 1526
2023
Q1 		$9.69M Sell
112,916
-40,361
-26% -$3.61M ﹤0.01% 1258
2022
Q4 		$14.2M Buy
153,277
+18,185
+13% +$1.76M 0.01% 1016
2022
Q3 		$11.3M Buy
135,092
+413
+0.3% +$35.2K 0.01% 1071
2022
Q2 		$10.5M Buy
134,679
+21,635
+19% +$1.92M 0.01% 1118
2022
Q1 		$9.53M Buy
113,044
+52,606
+87% +$3.94M ﹤0.01% 1230
2021
Q4 		$3.7M Buy
60,438
+44,142
+271% +$2.77M ﹤0.01% 1766
2021
Q3 		$947K Sell
16,296
-19,321
-54% -$1.01M ﹤0.01% 2582
2021
Q2 		$2.04M Buy
35,617
+7,387
+26% +$391K ﹤0.01% 2042
2021
Q1 		$1.37M Buy
28,230
+17,755
+169% +$801K ﹤0.01% 2184
2020
Q4 		$376K Sell
10,475
-681
-6% -$21.3K ﹤0.01% 2803
2020
Q3 		$295K Sell
11,156
-39,075
-78% -$1.24M ﹤0.01% 2740
2020
Q2 		$1.69M Buy
50,231
+40,783
+432% +$1.31M ﹤0.01% 1670
2020
Q1 		$216K Buy
9,448
+1,952
+26% +$81.5K ﹤0.01% 2696
2019
Q4 		$416K Sell
7,496
-7,520
-50% -$390K ﹤0.01% 2573
2019
Q3 		$766K Buy
15,016
+2,427
+19% +$125K ﹤0.01% 2121
2019
Q2 		$706K Buy
12,589
+823
+7% +$46.7K ﹤0.01% 2175
2019
Q1 		$685K Sell
11,766
-9,132
-44% -$525K ﹤0.01% 2140
2018
Q4 		$1.08M Buy
+20,898
New +$1.32M ﹤0.01% 1696
2016
Q3 		– Sell
-9,511
Closed -$539K – 2967
2016
Q2 		$539K Buy
9,511
+5,393
+131% +$302K ﹤0.01% 1606
2016
Q1 		$214K Sell
4,118
-4,923
-54% -$234K ﹤0.01% 2026
2015
Q4 		$479K Sell
9,041
-8,745
-49% -$526K ﹤0.01% 1609
2015
Q3 		$986K Sell
17,786
-3,166
-15% -$196K ﹤0.01% 1278
2015
Q2 		$1.48M Sell
20,952
-836
-4% -$62.8K 0.01% 1211
2015
Q1 		$1.6M Buy
21,788
+21,768
+108,840% +$1.56M 0.01% 1085
2014
Q4 		$1K Hold
20
– – ﹤0.01% 2394
2014
Q3 		$2K Hold
20
– – ﹤0.01% 2510
2014
Q2 		$2K Hold
20
– – ﹤0.01% 2503
2014
Q1 		$2K Hold
20
– – ﹤0.01% 2297
2013
Q4 		$2K Hold
20
– – ﹤0.01% 2241
2013
Q3 		$2K Buy
+20
New +$1.52K ﹤0.01% 2159

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

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

Envestnet Asset Management reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 72% in Q2 2026, selling an estimated $4.98M and leaving 16,302 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #3234.

Envestnet Asset Management first reported a position in IEO in Q3 2013 and has held it in 43 quarters since. The position peaked at $14.2M in Q4 2022. 161 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Envestnet Asset Management held 16,302 shares of iShares US Oil & Gas Exploration & Production ETF worth $1.79M as of Q2 2026.
  • Envestnet Asset Management sold 42,921 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $4.98M.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3234 holding.
  • Envestnet Asset Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2013 and has held it in 43 quarters since.
  • Envestnet Asset Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $14.2M in Q4 2022.
  • 161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.