Mercer Global Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Mercer Global Advisors’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	$325K	Buy	2,963 +12	+0.4%	+$1.39K	﹤0.01%	2717
2026 Q1	$369K	Buy	2,951 +10	+0.3%	+$1.06K	﹤0.01%	2240
2025 Q4	$262K	Sell	2,941 -22	-0.7%	-$2K	﹤0.01%	2339
2025 Q3	$274K	Buy	2,963 +13	+0.4%	+$1.18K	﹤0.01%	2153
2025 Q2	$261K	Buy	2,950 +13	+0.4%	+$1.11K	﹤0.01%	1927
2025 Q1	$278K	Buy	2,937 +13	+0.4%	+$1.22K	﹤0.01%	1800
2024 Q4	$262K	Buy	2,924 +14	+0.5%	+$1.32K	﹤0.01%	1826
2024 Q3	$272K	Buy	2,910 +149	+5%	+$14.2K	﹤0.01%	1666
2024 Q2	$275K	Buy	2,761 +12	+0.4%	+$1.25K	﹤0.01%	1620
2024 Q1	$294K	Buy	2,749 +13	+0.5%	+$1.24K	﹤0.01%	1570
2023 Q4	$255K	Sell	2,736 -530	-16%	-$50.3K	﹤0.01%	1705
2023 Q3	$319K	Buy	3,266 +296	+10%	+$28.1K	﹤0.01%	1498
2023 Q2	$252K	Buy	+2,970	New	+$249K	﹤0.01%	1617

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

Mercer Global Advisors's IEO Position: Q2 2026 in Review

Mercer Global Advisors increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.41% in Q2 2026, buying an estimated $1.39K and bringing the position to 2,963 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Mercer Global Advisors first reported a position in IEO in Q2 2023 and has held it in 13 quarters since. The position peaked at $369K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Mercer Global Advisors held 2,963 shares of iShares US Oil & Gas Exploration & Production ETF worth $325K as of Q2 2026.
Mercer Global Advisors bought 12 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $1.39K.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2717 holding.
Mercer Global Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2023 and has held it in 13 quarters since.
Mercer Global Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $369K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.