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

&Partners’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	$305K	Sell	2,782 -238	-8%	-$27.6K	﹤0.01%	2125
2026 Q1	$377K	Buy	+3,020	New	+$319K	﹤0.01%	1846

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

&Partners's IEO Position: Q2 2026 in Review

&Partners reduced its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 7.9% in Q2 2026, selling an estimated $27.6K and leaving 2,782 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

&Partners first reported a position in IEO in Q1 2026 and has held it in 2 quarters since. The position peaked at $377K in Q1 2026. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

&Partners held 2,782 shares of iShares US Oil & Gas Exploration & Production ETF worth $305K as of Q2 2026.
&Partners sold 238 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $27.6K.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2125 holding.
&Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2026 and has held it in 2 quarters since.
&Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $377K in Q1 2026.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.