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

Sanctuary 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	$525K	Buy	4,784 +1,002	+26%	+$116K	﹤0.01%	1943
2026 Q1	$472K	Sell	3,782 -1,059	-22%	-$112K	﹤0.01%	1819
2025 Q4	$432K	Buy	4,841 +665	+16%	+$60.6K	﹤0.01%	1809
2025 Q3	$387K	Sell	4,176 -412	-9%	-$37.4K	﹤0.01%	1850
2025 Q2	$406K	Sell	4,588 -795	-15%	-$68.2K	﹤0.01%	1741
2025 Q1	$509K	Buy	5,383 +577	+12%	+$54K	﹤0.01%	1505
2024 Q4	$455K	Sell	4,806 -715	-13%	-$67.3K	﹤0.01%	1738
2024 Q3	$562K	Sell	5,521 -4,014	-42%	-$384K	﹤0.01%	1631
2024 Q2	$1.03M	Buy	+9,535	New	+$989K	0.01%	1176

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

Sanctuary Advisors's IEO Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 26% in Q2 2026, buying an estimated $116K and bringing the position to 4,784 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Sanctuary Advisors first reported a position in IEO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q2 2024. 162 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

Sanctuary Advisors held 4,784 shares of iShares US Oil & Gas Exploration & Production ETF worth $525K as of Q2 2026.
Sanctuary Advisors bought 1,002 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $116K.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1943 holding.
Sanctuary Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.03M in Q2 2024.
162 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

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