Golden State Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Golden State Wealth Management’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	$11K	Sell	100 -277	-73%	-$32.2K	﹤0.01%	1096
2026 Q1	$47.1K	Buy	377 +177	+89%	+$18.7K	0.01%	701
2025 Q4	$17.9K	Hold	200	–	–	﹤0.01%	950
2025 Q3	$18.5K	Hold	200	–	–	﹤0.01%	931
2025 Q2	$17.7K	Sell	200 -73	-27%	-$6.26K	﹤0.01%	919
2025 Q1	$25.8K	Buy	273 +1	+0.4%	+$94	﹤0.01%	741
2024 Q4	$24.5K	Buy	+272	New	+$25.6K	﹤0.01%	725
2020 Q2	–	Sell	-17	Closed	–	–	574
2020 Q1	$0	Buy	+17	New	+$710	﹤0.01%	990
2019 Q4	–	Sell	-17	Closed	-$1K	–	465
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	1027
2019 Q2	$0	Hold	17	–	–	﹤0.01%	1113
2019 Q1	$1K	Buy	+17	New	+$978	﹤0.01%	1068

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

Golden State Wealth Management's IEO Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 73% in Q2 2026, selling an estimated $32.2K and leaving 100 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Golden State Wealth Management first reported a position in IEO in Q1 2019 and has held it in 11 quarters since. The position peaked at $47.1K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Golden State Wealth Management held 100 shares of iShares US Oil & Gas Exploration & Production ETF worth $11K as of Q2 2026.
Golden State Wealth Management sold 277 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $32.2K.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1096 holding.
Golden State Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $47.1K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.