Morse Asset Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Morse Asset Management’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	$2.42K	Hold	22	–	–	﹤0.01%	371
2026 Q1	$2.75K	Hold	22	–	–	﹤0.01%	354
2025 Q4	$1.96K	Hold	22	–	–	﹤0.01%	351
2025 Q3	$2.04K	Buy	+22	New	+$2K	﹤0.01%	328

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

Morse Asset Management's IEO Position: Q2 2026 in Review

Morse Asset Management held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q2 2026 at 22 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Morse Asset Management first reported a position in IEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.75K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Morse Asset Management held 22 shares of iShares US Oil & Gas Exploration & Production ETF worth $2.42K as of Q2 2026.
Morse Asset Management left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #371 holding.
Morse Asset Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2025 and has held it in 4 quarters since.
Morse Asset Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $2.75K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.