Morgan Stanley
IEO icon

Morgan Stanley’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Morgan Stanley’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 		$38.7M Buy
309,464
+32,232
+12% +$3.41M ﹤0.01% 2350
2025
Q4 		$24.7M Sell
277,232
-64,859
-19% -$5.91M ﹤0.01% 2731
2025
Q3 		$31.7M Sell
342,091
-13,914
-4% -$1.26M ﹤0.01% 2435
2025
Q2 		$31.5M Sell
356,005
-45,098
-11% -$3.87M ﹤0.01% 2357
2025
Q1 		$37.9M Buy
401,103
+17,155
+4% +$1.6M ﹤0.01% 2068
2024
Q4 		$34.4M Sell
383,948
-18,131
-5% -$1.71M ﹤0.01% 2196
2024
Q3 		$36.8M Sell
402,079
-110,473
-22% -$10.6M ﹤0.01% 2155
2024
Q2 		$51M Buy
512,552
+27,580
+6% +$2.86M ﹤0.01% 1736
2024
Q1 		$51.9M Sell
484,972
-543,020
-53% -$51.7M ﹤0.01% 1725
2023
Q4 		$95.8M Buy
1,027,992
+321,944
+46% +$30.6M ﹤0.01% 1769
2023
Q3 		$68.9M Buy
706,048
+236,347
+50% +$22.4M 0.01% 1307
2023
Q2 		$39.9M Sell
469,701
-132,025
-22% -$11.1M ﹤0.01% 1800
2023
Q1 		$51.6M Sell
601,726
-274,106
-31% -$24.5M 0.01% 1514
2022
Q4 		$81.3M Buy
875,832
+34,597
+4% +$3.36M 0.01% 1160
2022
Q3 		$70.1M Sell
841,235
-101,725
-11% -$8.66M 0.01% 1099
2022
Q2 		$73.4M Buy
942,960
+74,577
+9% +$6.61M 0.01% 1112
2022
Q1 		$73.2M Buy
868,383
+564,472
+186% +$42.3M 0.01% 1055
2021
Q4 		$18.6M Buy
303,911
+4,971
+2% +$312K ﹤0.01% 2234
2021
Q3 		$17.4M Buy
298,940
+16,256
+6% +$848K ﹤0.01% 2242
2021
Q2 		$16.2M Buy
282,684
+12,451
+5% +$659K ﹤0.01% 2399
2021
Q1 		$13.2M Buy
270,233
+52,016
+24% +$2.35M ﹤0.01% 2367
2020
Q4 		$7.83M Buy
218,217
+141,885
+186% +$4.44M ﹤0.01% 2773
2020
Q3 		$2.02M Sell
76,332
-467,091
-86% -$14.8M ﹤0.01% 3649
2020
Q2 		$18.3M Buy
543,423
+480,340
+761% +$15.4M ﹤0.01% 1475
2020
Q1 		$1.44M Sell
63,083
-3,076
-5% -$128K ﹤0.01% 3650
2019
Q4 		$3.67M Buy
66,159
+22,282
+51% +$1.15M ﹤0.01% 3519
2019
Q3 		$2.24M Sell
43,877
-126,390
-74% -$6.53M ﹤0.01% 3673
2019
Q2 		$9.55M Buy
170,267
+40,488
+31% +$2.3M ﹤0.01% 2214
2019
Q1 		$7.55M Sell
129,779
-257,303
-66% -$14.8M ﹤0.01% 2314
2018
Q4 		$20M Buy
387,082
+189,882
+96% +$12M 0.01% 1458
2018
Q3 		$15M Buy
197,200
+7,297
+4% +$541K ﹤0.01% 1965
2018
Q2 		$14.1M Buy
189,903
+68,124
+56% +$4.87M ﹤0.01% 1999
2018
Q1 		$7.74M Buy
121,779
+4,070
+3% +$261K ﹤0.01% 2597
2017
Q4 		$7.65M Sell
117,709
-53,102
-31% -$3.21M ﹤0.01% 2665
2017
Q3 		$10M Sell
170,811
-16,693
-9% -$907K ﹤0.01% 2260
2017
Q2 		$10.3M Buy
187,504
+4,673
+3% +$267K ﹤0.01% 2163
2017
Q1 		$11.2M Buy
182,831
+10,008
+6% +$628K ﹤0.01% 2080
2016
Q4 		$11.3M Sell
172,823
-11,463
-6% -$718K ﹤0.01% 2117
2016
Q3 		$11.3M Sell
184,286
-10,456
-5% -$607K ﹤0.01% 1902
2016
Q2 		$11M Buy
194,742
+11,285
+6% +$632K ﹤0.01% 1906
2016
Q1 		$9.54M Buy
183,457
+49,142
+37% +$2.34M ﹤0.01% 1904
2015
Q4 		$7.11M Sell
134,315
-103,984
-44% -$6.26M ﹤0.01% 2319
2015
Q3 		$13.2M Buy
238,299
+83,777
+54% +$5.19M ﹤0.01% 1709
2015
Q2 		$10.9M Buy
154,522
+17,776
+13% +$1.34M ﹤0.01% 2026
2015
Q1 		$10M Sell
136,746
-29,442
-18% -$2.11M ﹤0.01% 2056
2014
Q4 		$11.9M Sell
166,188
-60,230
-27% -$4.6M ﹤0.01% 1907
2014
Q3 		$19.7M Sell
226,418
-11,381
-5% -$1.06M 0.01% 1453
2014
Q2 		$23.1M Buy
237,799
+62,440
+36% +$5.73M 0.01% 1315
2014
Q1 		$14.9M Buy
175,359
+14,252
+9% +$1.16M 0.01% 1624
2013
Q4 		$13.3M Sell
161,107
-176,181
-52% -$14.3M 0.01% 1690
2013
Q3 		$26.3M Buy
337,288
+109,711
+48% +$8.32M 0.01% 1021
2013
Q2 		$16.3M Buy
+227,577
New +$16.5M 0.01% 1319

Other funds holding IEO

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 $5.12B AUM 27.39% 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 $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley's IEO Position: Q1 2026 in Review

Morgan Stanley increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 12% in Q1 2026, buying an estimated $3.41M and bringing the position to 309,464 shares worth $38.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Morgan Stanley first reported a position in IEO in Q2 2013 and has held it in 52 quarters since. The position peaked at $95.8M in Q4 2023. 168 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

  • Morgan Stanley held 309,464 shares of iShares US Oil & Gas Exploration & Production ETF worth $38.7M as of Q1 2026.
  • Morgan Stanley bought 32,232 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $3.41M.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2350 holding.
  • Morgan Stanley first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares US Oil & Gas Exploration & Production ETF position peaked at $95.8M in Q4 2023.
  • 168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.