Focus Partners Wealth’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Focus Partners Wealth’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	$368K	Buy	3,354 +802	+31%	+$93.1K	﹤0.01%	2145
2026 Q1	$319K	Sell	2,552 -5,466	-68%	-$578K	﹤0.01%	2157
2025 Q4	$716K	Buy	+8,018	New	+$731K	﹤0.01%	1778

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Focus Partners Wealth's IEO Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 31% in Q2 2026, buying an estimated $93.1K and bringing the position to 3,354 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Focus Partners Wealth first reported a position in IEO in Q4 2025 and has held it in 3 quarters since. The position peaked at $716K in Q4 2025. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Focus Partners Wealth held 3,354 shares of iShares US Oil & Gas Exploration & Production ETF worth $368K as of Q2 2026.
Focus Partners Wealth bought 802 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $93.1K.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2145 holding.
Focus Partners Wealth first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2025 and has held it in 3 quarters since.
Focus Partners Wealth's iShares US Oil & Gas Exploration & Production ETF position peaked at $716K in Q4 2025.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

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