Financial Freedom LLC’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Financial Freedom LLC’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 Q3	–	Sell	-157	Closed	-$13.9K	–	361
2025 Q2	$13.9K	Hold	157	–	–	0.01%	250
2025 Q1	$14.8K	Hold	157	–	–	0.01%	254
2024 Q4	$14.1K	Hold	157	–	–	0.01%	247
2024 Q3	$14.4K	Hold	157	–	–	0.01%	245
2024 Q2	$15.6K	Buy	+157	New	+$16.3K	0.01%	242

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Freedom LLC's IEO Position: Q3 2025 in Review

Financial Freedom LLC sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2025, closing a stake of 157 shares — an estimated $13.9K sold.

Financial Freedom LLC first reported a position in IEO in Q2 2024 and held it in 5 quarters. The position peaked at $15.6K in Q2 2024. 151 funds tracked by Wall St. Rank hold IEO as of Q3 2025.

Financial Freedom LLC reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2025 after selling out during the quarter.
Financial Freedom LLC sold 157 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2025, an estimated $13.9K.
Financial Freedom LLC first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2024 and held it in 5 quarters.
Financial Freedom LLC's iShares US Oil & Gas Exploration & Production ETF position peaked at $15.6K in Q2 2024.
151 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2025.

Based on Financial Freedom LLC's 13F filing for Q3 2025, filed 13 Nov 2025.