Foundations Investment Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Foundations Investment 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 Q1	–	Sell	-8,755	Closed	-$781K	–	1209
2025 Q4	$781K	Buy	+8,755	New	+$798K	0.01%	580
2023 Q4	–	Sell	-2,699	Closed	-$263K	–	697
2023 Q3	$263K	Buy	+2,699	New	+$256K	0.01%	544
2023 Q1	–	Sell	-2,725	Closed	-$253K	–	527
2022 Q4	$253K	Sell	2,725 -100	-4%	-$9.7K	0.01%	374
2022 Q3	$235K	Buy	+2,825	New	+$240K	0.01%	354

Other funds holding IEO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Foundations Investment Advisors's IEO Position: Q1 2026 in Review

Foundations Investment Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2026, closing a stake of 8,755 shares — an estimated $781K sold.

Foundations Investment Advisors first reported a position in IEO in Q3 2022 and held it in 4 quarters. The position peaked at $781K in Q4 2025. 169 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

Foundations Investment Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 8,755 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $781K.
Foundations Investment Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2022 and held it in 4 quarters.
Foundations Investment Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $781K in Q4 2025.
169 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.