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Walser Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Walser Wealth Management’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 		– Sell
-8,755
Closed -$781K – 194
2025
Q4 		$781K Buy
+8,755
New +$798K 0.41% 48

Other funds holding IEO

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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 $445B AUM 25.58% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Walser Wealth Management's IEO Position: Q1 2026 in Review

Walser Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2026, closing a stake of 8,755 shares — an estimated $781K sold.

Walser Wealth Management first reported a position in IEO in Q4 2025 and held it in 1 quarter. The position peaked at $781K in Q4 2025. 169 funds tracked by Wall St. Rank hold IEO as of Q1 2026.

  • Walser Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2026 after selling out during the quarter.
  • Walser Wealth Management sold 8,755 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $781K.
  • Walser Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2025 and held it in 1 quarter.
  • Walser Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $781K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Walser Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.