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

Scotia Capital’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
2025
Q1 		– Sell
-3,080
Closed -$276K – 883
2024
Q4 		$276K Buy
3,080
+346
+13% +$32.6K ﹤0.01% 723
2024
Q3 		$250K Sell
2,734
-165
-6% -$15.8K ﹤0.01% 728
2024
Q2 		$289K Buy
+2,899
New +$301K ﹤0.01% 690
2020
Q1 		– Sell
-8,964
Closed -$498K – 698
2019
Q4 		$498K Buy
+8,964
New +$465K 0.01% 517

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Scotia Capital's IEO Position: Q1 2025 in Review

Scotia Capital sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2025, closing a stake of 3,080 shares — an estimated $276K sold.

Scotia Capital first reported a position in IEO in Q4 2019 and held it in 4 quarters. The position peaked at $498K in Q4 2019. 156 funds tracked by Wall St. Rank hold IEO as of Q1 2025.

  • Scotia Capital reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
  • Scotia Capital sold 3,080 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $276K.
  • Scotia Capital first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2019 and held it in 4 quarters.
  • Scotia Capital's iShares US Oil & Gas Exploration & Production ETF position peaked at $498K in Q4 2019.
  • 156 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Scotia Capital's 13F filing for Q1 2025, filed 9 May 2025.