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

Stegent Equity 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	$1,000K	Sell	8,004 -17,687	-69%	-$1.87M	0.85%	39
2025 Q4	$2.29M	Sell	25,691 -10,551	-29%	-$961K	1.79%	13
2025 Q3	$3.36M	Sell	36,242 -633	-2%	-$57.4K	2.73%	8
2025 Q2	$3.27M	Buy	36,875 +6,525	+21%	+$560K	2.89%	8
2025 Q1	$2.87M	Buy	30,350 +4,284	+16%	+$401K	2.91%	8
2024 Q4	$2.34M	Buy	26,066 +5,997	+30%	+$564K	2.37%	12
2024 Q3	$1.84M	Sell	20,069 -1,758	-8%	-$168K	2.03%	14
2024 Q2	$2.17M	Buy	+21,827	New	+$2.26M	2.26%	14

Other funds holding IEO

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

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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