Federation des caisses Desjardins du Quebec’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Federation des caisses Desjardins du Quebec’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	-306	Closed	-$28.9K	–	2782
2025 Q1	$28.9K	Hold	306	–	–	﹤0.01%	1615
2024 Q4	$27.4K	Buy	+306	New	+$28.8K	﹤0.01%	1571
2022 Q4	–	Sell	-134	Closed	-$11.2K	–	2509
2022 Q3	$11.2K	Hold	134	–	–	﹤0.01%	1886
2022 Q2	$10.4K	Hold	134	–	–	﹤0.01%	1945
2022 Q1	$11.3K	Sell	134 -266	-67%	-$19.9K	﹤0.01%	1991
2021 Q4	$24.5K	Hold	400	–	–	﹤0.01%	1776
2021 Q3	$23.2K	Hold	400	–	–	﹤0.01%	1809
2021 Q2	$22.9K	Hold	400	–	–	﹤0.01%	1819
2021 Q1	$19.5K	Hold	400	–	–	﹤0.01%	1811
2020 Q4	$14.4K	Hold	400	–	–	﹤0.01%	1829
2020 Q3	$10.6K	Hold	400	–	–	﹤0.01%	1671
2020 Q2	$13.5K	Hold	400	–	–	﹤0.01%	1549
2020 Q1	$9.14K	Buy	+400	New	+$16.7K	﹤0.01%	1689
2019 Q3	–	Sell	-500	Closed	-$28K	–	2304
2019 Q2	$28K	Sell	500 -2,000	-80%	-$114K	﹤0.01%	1628
2019 Q1	$145K	Hold	2,500	–	–	﹤0.01%	1068
2018 Q4	$129K	Hold	2,500	–	–	﹤0.01%	1078
2018 Q3	$190K	Sell	2,500 -1,000	-29%	-$74.1K	﹤0.01%	1035
2018 Q2	$260K	Hold	3,500	–	–	﹤0.01%	985
2018 Q1	$222K	Sell	3,500 -1,000	-22%	-$64.2K	﹤0.01%	984
2017 Q4	$292K	Hold	4,500	–	–	﹤0.01%	947
2017 Q3	$264K	Hold	4,500	–	–	﹤0.01%	955
2017 Q2	$246K	Buy	+4,500	New	+$257K	﹤0.01%	905

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

Federation des caisses Desjardins du Quebec's IEO Position: Q2 2025 in Review

Federation des caisses Desjardins du Quebec sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2025, closing a stake of 306 shares — an estimated $28.9K sold.

Federation des caisses Desjardins du Quebec first reported a position in IEO in Q2 2017 and held it in 22 quarters. The position peaked at $292K in Q4 2017. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

Federation des caisses Desjardins du Quebec reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 306 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $28.9K.
Federation des caisses Desjardins du Quebec first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2017 and held it in 22 quarters.
Federation des caisses Desjardins du Quebec's iShares US Oil & Gas Exploration & Production ETF position peaked at $292K in Q4 2017.
153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q2 2025, filed 14 Aug 2025.