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

MSA 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 		– Sell
-963
Closed -$120K – 47
2026
Q1 		$120K Buy
+963
New +$102K 0.04% 48

Other funds holding IEO

Morgan Stanley
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MSA Advisors's IEO Position: Q2 2026 in Review

MSA Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2026, closing a stake of 963 shares — an estimated $120K sold.

MSA Advisors first reported a position in IEO in Q1 2026 and held it in 1 quarter. The position peaked at $120K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • MSA Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
  • MSA Advisors sold 963 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $120K.
  • MSA Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2026 and held it in 1 quarter.
  • MSA Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $120K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on MSA Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.