MCM
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MAI Capital Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

MAI Capital 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 		$36.3K Hold
291
– – ﹤0.01% 2442
2025
Q4 		$26K Hold
291
– – ﹤0.01% 2377
2025
Q3 		$26.9K Buy
291
+210
+259% +$19K ﹤0.01% 2272
2025
Q2 		$7.18K Sell
81
-10
-11% -$858 ﹤0.01% 2892
2025
Q1 		$8.61K Hold
91
– – ﹤0.01% 2546
2024
Q4 		$8.16K Buy
+91
New +$8.57K ﹤0.01% 2603
2016
Q1 		– Sell
-15,808
Closed -$837K – 435
2015
Q4 		$837K Sell
15,808
-13,239
-46% -$797K 0.06% 199
2015
Q3 		$1.61M Hold
29,047
– – 0.12% 156
2015
Q2 		$2.05M Buy
29,047
+958
+3% +$72K 0.14% 148
2015
Q1 		$2.06M Sell
28,089
-1,586
-5% -$114K 0.14% 141
2014
Q4 		$2.12M Buy
+29,675
New +$2.27M 0.15% 129

Other funds holding IEO

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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
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
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