Marshall Wace’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Marshall Wace’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	$283K	Sell	2,573 -6,401	-71%	-$743K	﹤0.01%	2746
2026 Q1	$1.12M	Buy	8,974 +4,770	+113%	+$505K	﹤0.01%	2084
2025 Q4	$375K	Buy	+4,204	New	+$383K	﹤0.01%	2365
2025 Q3	–	Sell	-4,663	Closed	-$413K	–	3104
2025 Q2	$413K	Buy	+4,663	New	+$400K	﹤0.01%	2208
2023 Q2	–	Sell	-3,500	Closed	-$300K	–	2678
2023 Q1	$300K	Sell	3,500 -400	-10%	-$35.8K	﹤0.01%	2296
2022 Q4	$362K	Buy	+3,900	New	+$378K	﹤0.01%	2495
2021 Q4	–	Sell	-3,900	Closed	-$227K	–	4049
2021 Q3	$227K	Buy	+3,900	New	+$203K	﹤0.01%	2759
2019 Q4	–	Sell	-1,400	Closed	-$71K	–	1877
2019 Q3	$71K	Sell	1,400 -2,758	-66%	-$143K	﹤0.01%	1434
2019 Q2	$233K	Buy	4,158 +2,958	+247%	+$168K	﹤0.01%	1221
2019 Q1	$70K	Buy	+1,200	New	+$69K	﹤0.01%	1486

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

Marshall Wace's IEO Position: Q2 2026 in Review

Marshall Wace reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 71% in Q2 2026, selling an estimated $743K and leaving 2,573 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

Marshall Wace first reported a position in IEO in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.12M in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Marshall Wace held 2,573 shares of iShares US Oil & Gas Exploration & Production ETF worth $283K as of Q2 2026.
Marshall Wace sold 6,401 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $743K.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2746 holding.
Marshall Wace first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2019 and has held it in 10 quarters since.
Marshall Wace's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.12M in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.