Stifel Financial
IEO icon

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

Stifel Financial’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 		$2.37M Buy
18,998
+1,430
+8% +$151K ﹤0.01% 1841
2025
Q4 		$1.57M Sell
17,568
-428
-2% -$39K ﹤0.01% 2115
2025
Q3 		$1.67M Sell
17,996
-1,975
-10% -$179K ﹤0.01% 2034
2025
Q2 		$1.77M Sell
19,971
-4,676
-19% -$401K ﹤0.01% 1936
2025
Q1 		$2.33M Sell
24,647
-27,109
-52% -$2.53M ﹤0.01% 1659
2024
Q4 		$4.64M Buy
51,756
+293
+0.6% +$27.6K ﹤0.01% 1246
2024
Q3 		$4.71M Sell
51,463
-11,093
-18% -$1.06M ﹤0.01% 1243
2024
Q2 		$6.23M Sell
62,556
-6,185
-9% -$641K 0.01% 1025
2024
Q1 		$7.35M Buy
68,741
+1,846
+3% +$176K 0.01% 935
2023
Q4 		$6.23M Buy
66,895
+4,446
+7% +$422K 0.01% 989
2023
Q3 		$6.09M Sell
62,449
-497
-0.8% -$47.2K 0.01% 935
2023
Q2 		$5.35M Sell
62,946
-272
-0.4% -$22.8K 0.01% 1009
2023
Q1 		$5.42M Sell
63,218
-105,746
-63% -$9.47M 0.01% 973
2022
Q4 		$15.7M Buy
168,964
+3,131
+2% +$304K 0.02% 520
2022
Q3 		$13.8M Sell
165,833
-22,663
-12% -$1.93M 0.02% 530
2022
Q2 		$14.7M Sell
188,496
-30,357
-14% -$2.69M 0.02% 535
2022
Q1 		$18.5M Buy
218,853
+144,941
+196% +$10.9M 0.03% 529
2021
Q4 		$4.53M Buy
73,912
+6,654
+10% +$418K 0.01% 1129
2021
Q3 		$3.91M Sell
67,258
-152,847
-69% -$7.97M 0.01% 1152
2021
Q2 		$12.6M Buy
220,105
+108,194
+97% +$5.73M 0.02% 622
2021
Q1 		$5.45M Buy
111,911
+15,812
+16% +$713K 0.01% 910
2020
Q4 		$3.45M Buy
96,099
+33,945
+55% +$1.06M 0.01% 1059
2020
Q3 		$1.64M Sell
62,154
-45,402
-42% -$1.44M ﹤0.01% 1323
2020
Q2 		$3.63M Buy
107,556
+46,224
+75% +$1.49M 0.01% 870
2020
Q1 		$1.4M Sell
61,332
-128,916
-68% -$5.38M ﹤0.01% 1232
2019
Q4 		$10.6M Buy
+190,248
New +$9.86M 0.02% 586
2018
Q4 		– Sell
-7,657
Closed -$582K – 2736
2018
Q3 		$582K Buy
7,657
+194
+3% +$14.4K ﹤0.01% 2016
2018
Q2 		$558K Sell
7,463
-10,668
-59% -$762K ﹤0.01% 1973
2018
Q1 		$1.15M Buy
+18,131
New +$1.16M ﹤0.01% 1476
2016
Q4 		– Sell
-4,685
Closed -$289K – 2511
2016
Q3 		$289K Sell
4,685
-1,365
-23% -$79.2K ﹤0.01% 2003
2016
Q2 		$343K Buy
6,050
+1
+0% +$56 ﹤0.01% 1974
2016
Q1 		$314K Sell
6,049
-7,211
-54% -$343K ﹤0.01% 1800
2015
Q4 		$702K Buy
+13,260
New +$798K ﹤0.01% 1476

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 $5.12B AUM 27.39% 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 $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial's IEO Position: Q1 2026 in Review

Stifel Financial increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 8.1% in Q1 2026, buying an estimated $151K and bringing the position to 18,998 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Stifel Financial first reported a position in IEO in Q4 2015 and has held it in 33 quarters since. The position peaked at $18.5M in Q1 2022. 168 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

  • Stifel Financial held 18,998 shares of iShares US Oil & Gas Exploration & Production ETF worth $2.37M as of Q1 2026.
  • Stifel Financial bought 1,430 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $151K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1841 holding.
  • Stifel Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2015 and has held it in 33 quarters since.
  • Stifel Financial's iShares US Oil & Gas Exploration & Production ETF position peaked at $18.5M in Q1 2022.
  • 168 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.