Vanguard Capital Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Vanguard Capital Wealth 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
2025 Q3	–	Sell	-2,914	Closed	-$258K	–	139
2025 Q2	$258K	Buy	+2,914	New	+$250K	0.26%	81
2018 Q1	–	Sell	-3,900	Closed	-$253K	–	120
2017 Q4	$253K	Buy	+3,900	New	+$236K	0.32%	96

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Capital Wealth Advisors's IEO Position: Q3 2025 in Review

Vanguard Capital Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2025, closing a stake of 2,914 shares — an estimated $258K sold.

Vanguard Capital Wealth Advisors first reported a position in IEO in Q4 2017 and held it in 2 quarters. The position peaked at $258K in Q2 2025. 151 funds tracked by Wall St. Rank hold IEO as of Q3 2025.

Vanguard Capital Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2025 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 2,914 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2025, an estimated $258K.
Vanguard Capital Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 2 quarters.
Vanguard Capital Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $258K in Q2 2025.
151 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.