Amica Retiree Medical Trust’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Amica Retiree Medical Trust’s Portfolio IEZ Stock Details IEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$276K	Hold	14,293	–	–	0.38%	70
2025 Q2	$243K	Hold	14,293	–	–	0.35%	72
2025 Q1	$279K	Sell	14,293 -3,414	-19%	-$69.1K	0.43%	67
2024 Q4	$351K	Sell	17,707 -1,542	-8%	-$31.7K	0.33%	69
2024 Q3	$387K	Buy	+19,249	New	+$412K	0.32%	73
2023 Q3	$359K	Buy	+14,930	New	+$353K	0.42%	75

Other funds holding IEZ

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Amica Retiree Medical Trust's IEZ Position: Q3 2025 in Review

Amica Retiree Medical Trust held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q3 2025 at 14,293 shares worth $276K. The position accounts for 0.38% of the portfolio, ranked #70.

Amica Retiree Medical Trust first reported a position in IEZ in Q3 2023 and has held it in 6 quarters since. The position peaked at $387K in Q3 2024. 63 funds tracked by Wall St. Rank hold IEZ as of Q3 2025.

Amica Retiree Medical Trust held 14,293 shares of iShares US Oil Equipment & Services ETF worth $276K as of Q3 2025.
Amica Retiree Medical Trust left its iShares US Oil Equipment & Services ETF share count unchanged in Q3 2025.
iShares US Oil Equipment & Services ETF made up 0.38% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #70 holding.
Amica Retiree Medical Trust first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and has held it in 6 quarters since.
Amica Retiree Medical Trust's iShares US Oil Equipment & Services ETF position peaked at $387K in Q3 2024.
63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.