PWA
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PCG Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

PCG Wealth 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 		$1.02M Sell
8,183
-930
-10% -$98.4K 0.26% 88
2025
Q4 		$813K Sell
9,113
-1,231
-12% -$112K 0.23% 90
2025
Q3 		$958K Sell
10,344
-205
-2% -$18.6K 0.28% 80
2025
Q2 		$935K Sell
10,549
-11,527
-52% -$988K 0.48% 48
2025
Q1 		$2.09M Buy
22,076
+5,577
+34% +$521K 0.73% 45
2024
Q4 		$1.48M Buy
16,499
+2,529
+18% +$238K 0.55% 57
2024
Q3 		$1.28M Sell
13,970
-339
-2% -$32.4K 0.49% 60
2024
Q2 		$1.42M Sell
14,309
-519
-4% -$53.8K 0.62% 48
2024
Q1 		$1.59M Sell
14,828
-434
-3% -$41.3K 0.75% 44
2023
Q4 		$1.42M Sell
15,262
-495
-3% -$47K 0.79% 40
2023
Q3 		$1.54M Buy
+15,757
New +$1.5M 1.01% 27

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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