EP Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

EP Wealth Advisors’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	$8.75M	Buy	79,628 +153	+0.2%	+$17.8K	0.03%	293
2026 Q1	$9.93M	Buy	79,475 +22	+0%	+$2.33K	0.05%	222
2025 Q4	$7.09M	Buy	+79,453	New	+$7.24M	0.04%	236
2025 Q2	$7.29M	Buy	82,255 +718	+0.9%	+$61.6K	0.05%	218
2025 Q1	$7.71M	Sell	81,537 -242	-0.3%	-$22.6K	0.06%	177
2024 Q4	$7.33M	Sell	81,779 -2,313	-3%	-$218K	0.06%	176
2024 Q3	$7.69M	Buy	+84,092	New	+$8.04M	0.07%	174

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EP Wealth Advisors's IEO Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.19% in Q2 2026, buying an estimated $17.8K and bringing the position to 79,628 shares worth $8.75M. The position accounts for 0.03% of the portfolio, ranked #293.

EP Wealth Advisors first reported a position in IEO in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.93M in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

EP Wealth Advisors held 79,628 shares of iShares US Oil & Gas Exploration & Production ETF worth $8.75M as of Q2 2026.
EP Wealth Advisors bought 153 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $17.8K.
iShares US Oil & Gas Exploration & Production ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #293 holding.
EP Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $9.93M in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.