SMFG
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Sumitomo Mitsui Financial Group’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Sumitomo Mitsui Financial Group’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 		$227K Buy
2,069
+507
+32% +$58.9K ﹤0.01% 152
2026
Q1 		$195K Sell
1,562
-396
-20% -$41.9K ﹤0.01% 140
2025
Q4 		$172K Sell
1,958
-32
-2% -$2.92K ﹤0.01% 128
2025
Q3 		$184K Sell
1,990
-15
-0.7% -$1.36K ﹤0.01% 115
2025
Q2 		$178K Buy
2,005
+50
+3% +$4.29K ﹤0.01% 136
2025
Q1 		$185K Sell
1,955
-43
-2% -$4.02K ﹤0.01% 117
2024
Q4 		$179K Sell
1,998
-25
-1% -$2.35K ﹤0.01% 119
2024
Q3 		$184K Sell
2,023
-55
-3% -$5.26K ﹤0.01% 122
2024
Q2 		$207K Sell
2,078
-128
-6% -$13.3K 0.01% 126
2024
Q1 		$236K Sell
2,206
-167
-7% -$15.9K 0.01% 124
2023
Q4 		$221K Sell
2,373
-1,454
-38% -$138K 0.01% 118
2023
Q3 		$373K Sell
3,827
-1,864
-33% -$177K 0.01% 114
2023
Q2 		$485K Sell
5,691
-406
-7% -$34.1K 0.02% 118
2023
Q1 		$523K Sell
6,097
-150
-2% -$13.4K 0.02% 122
2022
Q4 		$577K Sell
6,247
-98
-2% -$9.51K 0.02% 123
2022
Q3 		$530K Buy
6,345
+1,267
+25% +$108K 0.02% 139
2022
Q2 		$398K Sell
5,078
-117
-2% -$10.4K 0.01% 158
2022
Q1 		$438K Buy
5,195
+2,755
+113% +$206K 0.01% 142
2021
Q4 		$149K Buy
2,440
+1,198
+96% +$75.2K ﹤0.01% 159
2021
Q3 		$72K Sell
1,242
-403
-24% -$21K ﹤0.01% 163
2021
Q2 		$94K Buy
1,645
+944
+135% +$50K ﹤0.01% 141
2021
Q1 		$34K Buy
+701
New +$31.6K ﹤0.01% 165

Other funds holding IEO

Morgan Stanley
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sumitomo Mitsui Financial Group's IEO Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 32% in Q2 2026, buying an estimated $58.9K and bringing the position to 2,069 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Sumitomo Mitsui Financial Group first reported a position in IEO in Q1 2021 and has held it in 22 quarters since. The position peaked at $577K in Q4 2022. 161 funds tracked by Wall St. Rank hold IEO as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 2,069 shares of iShares US Oil & Gas Exploration & Production ETF worth $227K as of Q2 2026.
  • Sumitomo Mitsui Financial Group bought 507 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $58.9K.
  • iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #152 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and has held it in 22 quarters since.
  • Sumitomo Mitsui Financial Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $577K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.