Global Retirement Partners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Global Retirement Partners’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	$64.3K	Buy	+586	New	+$68K	﹤0.01%	2353
2025 Q4	$49.1K	Sell	550 -548	-50%	-$49.9K	﹤0.01%	2368
2025 Q3	$102K	Sell	1,098 -499	-31%	-$45.2K	﹤0.01%	1501
2025 Q2	$142K	Buy	+1,597	New	+$137K	﹤0.01%	1260
2024 Q4	$233K	Buy	2,595 +1,859	+253%	+$175K	0.01%	892
2024 Q3	$67.3K	Buy	736 +22	+3%	+$2.1K	﹤0.01%	1412
2024 Q2	$71K	Buy	714 +464	+186%	+$48.1K	﹤0.01%	1353
2024 Q1	$26.8K	Sell	250 -99	-28%	-$9.43K	﹤0.01%	1685
2023 Q4	$31.1K	Buy	349 +115	+49%	+$10.9K	﹤0.01%	1548
2023 Q3	$21.3K	Buy	234 +1	+0.4%	+$95	﹤0.01%	1626
2023 Q2	$19.8K	Buy	233 +1	+0.4%	+$84	﹤0.01%	1674
2023 Q1	$18.6K	Sell	232 -51	-18%	-$4.57K	﹤0.01%	1667
2022 Q4	$26.3K	Buy	283 +15	+6%	+$1.46K	﹤0.01%	1369
2022 Q3	$27K	Buy	268 +157	+141%	+$13.4K	﹤0.01%	1261
2022 Q2	$9K	Hold	111	–	–	﹤0.01%	1679
2022 Q1	$10K	Buy	+111	New	+$8.31K	﹤0.01%	1622
2021 Q3	–	Sell	-2	Closed	–	–	2022
2021 Q2	$0	Hold	2	–	–	﹤0.01%	1897
2021 Q1	$0	Buy	+2	New	+$90	﹤0.01%	1821

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

Global Retirement Partners's IEO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026: 586 shares worth $64.3K. The stake represents ﹤0.01% of the portfolio and ranks #2353 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IEO as recently as Q4 2025.

Global Retirement Partners first reported a position in IEO in Q1 2021 and has held it in 18 quarters since. The position peaked at $233K in Q4 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Global Retirement Partners held 586 shares of iShares US Oil & Gas Exploration & Production ETF worth $64.3K as of Q2 2026.
iShares US Oil & Gas Exploration & Production ETF was a new Global Retirement Partners position in Q2 2026.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2353 holding.
Global Retirement Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and has held it in 18 quarters since.
Global Retirement Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $233K in Q4 2024.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.