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IEO icon

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

Tidemark’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 		$8.74K Buy
+70
New +$7.41K ﹤0.01% 480
2025
Q4 		– Sell
-70
Closed -$6.48K – 688
2025
Q3 		$6.48K Hold
70
– – ﹤0.01% 497
2025
Q2 		$6.2K Hold
70
– – ﹤0.01% 496
2025
Q1 		$6.62K Hold
70
– – ﹤0.01% 480
2024
Q4 		$6.27K Hold
70
– – ﹤0.01% 488
2024
Q3 		$6.4K Hold
70
– – ﹤0.01% 473
2024
Q2 		$6.97K Hold
70
– – ﹤0.01% 441
2024
Q1 		$7.49K Hold
70
– – ﹤0.01% 474
2023
Q4 		$6.52K Buy
+70
New +$6.64K ﹤0.01% 474

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 $4.69B AUM 24.1% 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 $71.6B AUM 21.08% 1-Year Est. Return