Zurich Cantonal Bank
IEO icon

Zurich Cantonal Bank’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Zurich Cantonal Bank’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
Q1 		– Sell
-692
Closed -$61.1K – 2654
2024
Q4 		$61.1K Sell
692
-10
-1% -$941 ﹤0.01% 2538
2024
Q3 		$64K Buy
702
+15
+2% +$1.43K ﹤0.01% 2522
2024
Q2 		$68.1K Hold
687
– – ﹤0.01% 2492
2024
Q1 		$72.5K Sell
687
-532
-44% -$50.7K ﹤0.01% 2488
2023
Q4 		$114K Hold
1,219
– – ﹤0.01% 2382
2023
Q3 		$121K Buy
+1,219
New +$116K ﹤0.01% 2268

Other funds holding IEO

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zurich Cantonal Bank's IEO Position: Q1 2025 in Review

Zurich Cantonal Bank sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2025, closing a stake of 692 shares — an estimated $61.1K sold.

Zurich Cantonal Bank first reported a position in IEO in Q3 2023 and held it in 6 quarters. The position peaked at $121K in Q3 2023. 156 funds tracked by Wall St. Rank hold IEO as of Q1 2025.

  • Zurich Cantonal Bank reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
  • Zurich Cantonal Bank sold 692 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $61.1K.
  • Zurich Cantonal Bank first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 6 quarters.
  • Zurich Cantonal Bank's iShares US Oil & Gas Exploration & Production ETF position peaked at $121K in Q3 2023.
  • 156 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Zurich Cantonal Bank's 13F filing for Q1 2025, filed 7 May 2025.