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

Mezzasalma 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	$758K	Sell	6,904 -54	-0.8%	-$6.27K	0.15%	86
2026 Q1	$869K	Sell	6,958 -978	-12%	-$103K	0.22%	65
2025 Q4	$723K	Sell	7,936 -1,130	-12%	-$103K	0.17%	75
2025 Q3	$840K	Sell	9,066 -28	-0.3%	-$2.54K	0.21%	70
2025 Q2	$806K	Sell	9,094 -291	-3%	-$25K	0.24%	59
2025 Q1	$888K	Sell	9,385 -227	-2%	-$21.2K	0.31%	52
2024 Q4	$862K	Sell	9,612 -2,008	-17%	-$189K	0.28%	49
2024 Q3	$1.06M	Buy	11,620 +60	+0.5%	+$5.73K	0.42%	39
2024 Q2	$1.15M	Buy	11,560 +2,832	+32%	+$294K	0.49%	35
2024 Q1	$934K	Buy	8,728 +70	+0.8%	+$6.67K	0.44%	44
2023 Q4	$807K	Buy	8,658 +1,666	+24%	+$158K	0.44%	37
2023 Q3	$682K	Buy	6,992 +373	+6%	+$35.4K	0.42%	37
2023 Q2	$562K	Buy	6,619 +134	+2%	+$11.2K	0.34%	42
2023 Q1	$556K	Buy	6,485 +100	+2%	+$8.96K	0.39%	42
2022 Q4	$593K	Buy	+6,385	New	+$619K	0.52%	36

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

Mezzasalma Advisors's IEO Position: Q2 2026 in Review

Mezzasalma Advisors reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 0.78% in Q2 2026, selling an estimated $6.27K and leaving 6,904 shares worth $758K. The position accounts for 0.15% of the portfolio, ranked #86.

Mezzasalma Advisors first reported a position in IEO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.15M in Q2 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Mezzasalma Advisors held 6,904 shares of iShares US Oil & Gas Exploration & Production ETF worth $758K as of Q2 2026.
Mezzasalma Advisors sold 54 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $6.27K.
iShares US Oil & Gas Exploration & Production ETF made up 0.15% of Mezzasalma Advisors's portfolio in Q2 2026, its #86 holding.
Mezzasalma Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2022 and has held it in 15 quarters since.
Mezzasalma Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.15M in Q2 2024.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.