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 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	–	–	525
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 $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return