Arax Advisory Partners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Arax Advisory Partners’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
2021 Q3	–	Sell	-600	Closed	-$9K	–	1028
2021 Q2	$9K	Buy	+600	New	+$8.78K	﹤0.01%	678
2020 Q4	$7K	Hold	600	–	–	﹤0.01%	602
2020 Q3	$4K	Hold	600	–	–	﹤0.01%	613
2020 Q2	$5K	Hold	600	–	–	﹤0.01%	593
2020 Q1	$4K	Hold	600	–	–	﹤0.01%	587
2019 Q4	$12K	Hold	600	–	–	﹤0.01%	448
2019 Q3	$11K	Hold	600	–	–	﹤0.01%	451
2019 Q2	$13K	Buy	+600	New	+$13.8K	﹤0.01%	450
2018 Q4	$12K	Hold	600	–	–	﹤0.01%	420
2018 Q3	$21K	Buy	+600	New	+$21.3K	0.01%	400

Other funds holding IEZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

IFG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Arax Advisory Partners's IEZ Position: Q3 2021 in Review

Arax Advisory Partners sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2021, closing a stake of 600 shares — an estimated $9K sold.

Arax Advisory Partners first reported a position in IEZ in Q3 2018 and held it in 10 quarters. The position peaked at $21K in Q3 2018. 47 funds tracked by Wall St. Rank hold IEZ as of Q3 2021.

Arax Advisory Partners reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2021 after selling out during the quarter.
Arax Advisory Partners sold 600 iShares US Oil Equipment & Services ETF shares in Q3 2021, an estimated $9K.
Arax Advisory Partners first reported a position in iShares US Oil Equipment & Services ETF in Q3 2018 and held it in 10 quarters.
Arax Advisory Partners's iShares US Oil Equipment & Services ETF position peaked at $21K in Q3 2018.
47 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2021.

Based on Arax Advisory Partners's 13F filing for Q3 2021, filed 5 Nov 2021.