Essex Financial Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Essex Financial Services’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 Q2	–	Sell	-2,213	Closed	-$209K	–	700
2025 Q1	$209K	Buy	+2,213	New	+$207K	0.02%	598
2024 Q4	–	Sell	-2,210	Closed	-$205K	–	641
2024 Q3	$205K	Buy	2,210 +3	+0.1%	+$287	0.01%	595
2024 Q2	$210K	Sell	2,207 -384	-15%	-$39.8K	0.02%	570
2024 Q1	$277K	Buy	2,591 +2	+0.1%	+$190	0.03%	438
2023 Q4	$241K	Buy	2,589 +3	+0.1%	+$285	0.02%	447
2023 Q3	$252K	Hold	2,586	–	–	0.03%	400
2023 Q2	$220K	Buy	2,586 +2	+0.1%	+$168	0.03%	432
2023 Q1	$222K	Sell	2,584 -1,797	-41%	-$161K	0.02%	449
2022 Q4	$406K	Buy	+4,381	New	+$425K	0.04%	318

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Essex Financial Services's IEO Position: Q2 2025 in Review

Essex Financial Services sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2025, closing a stake of 2,213 shares — an estimated $209K sold.

Essex Financial Services first reported a position in IEO in Q4 2022 and held it in 9 quarters. The position peaked at $406K in Q4 2022. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

Essex Financial Services reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Essex Financial Services sold 2,213 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $209K.
Essex Financial Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 9 quarters.
Essex Financial Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $406K in Q4 2022.
153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Essex Financial Services's 13F filing for Q2 2025, filed 16 Jul 2025.