Founders Financial Alliance’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Founders Financial Alliance’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	–	Sell	-50	Closed	-$6.19K	–	802
2026 Q1	$6.19K	Buy	50 +1	+2%	+$106	﹤0.01%	668
2025 Q4	$4.4K	Hold	49	–	–	﹤0.01%	557
2025 Q3	$4.54K	Hold	49	–	–	﹤0.01%	656
2025 Q2	$4.31K	Buy	49 +1	+2%	+$86	﹤0.01%	500
2025 Q1	$4.58K	Hold	48	–	–	﹤0.01%	564
2024 Q4	$4.31K	Hold	48	–	–	﹤0.01%	526
2024 Q3	$4.37K	Buy	48 +1	+2%	+$96	﹤0.01%	535
2024 Q2	$4.72K	Sell	47 -117	-71%	-$12.1K	﹤0.01%	514
2024 Q1	$17.5K	Buy	164 +1	+0.6%	+$95	0.01%	452
2023 Q4	$15.2K	Buy	163 +3	+2%	+$285	0.01%	411
2023 Q3	$15.6K	Hold	160	–	–	0.01%	396
2023 Q2	$13.6K	Buy	160 +1	+0.6%	+$84	0.01%	437
2023 Q1	$13.7K	Sell	159 -32	-17%	-$2.87K	0.01%	390
2022 Q4	$17.7K	Buy	191 +2	+1%	+$194	0.01%	399
2022 Q3	$16K	Buy	189 +3	+2%	+$255	0.01%	393
2022 Q2	$14K	Buy	186 +1	+0.5%	+$89	0.01%	416
2022 Q1	$16K	Buy	185 +2	+1%	+$150	0.01%	369
2021 Q4	$11K	Buy	183 +1	+0.5%	+$63	﹤0.01%	422
2021 Q3	$11K	Buy	+182	New	+$9.49K	0.01%	393

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

Founders Financial Alliance's IEO Position: Q2 2026 in Review

Founders Financial Alliance sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026, closing a stake of 50 shares — an estimated $6.19K sold.

Founders Financial Alliance first reported a position in IEO in Q3 2021 and held it in 19 quarters. The position peaked at $17.7K in Q4 2022. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Founders Financial Alliance reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 50 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $6.19K.
Founders Financial Alliance first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2021 and held it in 19 quarters.
Founders Financial Alliance's iShares US Oil & Gas Exploration & Production ETF position peaked at $17.7K in Q4 2022.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.