MA
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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
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

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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