Atria Wealth Solutions’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Atria Wealth Solutions’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
2024 Q1	–	Sell	-74,808	Closed	-$1.64M	–	2012
2023 Q4	$1.64M	Sell	74,808 -166	-0.2%	-$3.72K	0.02%	670
2023 Q3	$1.81M	Sell	74,974 -58,752	-44%	-$1.39M	0.03%	594
2023 Q2	$2.69M	Sell	133,726 -2,051	-2%	-$38.9K	0.04%	474
2023 Q1	$2.62M	Buy	135,777 +38,586	+40%	+$822K	0.04%	449
2022 Q4	$2.06M	Buy	97,191 +42,540	+78%	+$839K	0.03%	505
2022 Q3	$787K	Buy	+54,651	New	+$856K	0.01%	812

Other funds holding IEZ

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's IEZ Position: Q1 2024 in Review

Atria Wealth Solutions sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2024, closing a stake of 74,808 shares — an estimated $1.64M sold.

Atria Wealth Solutions first reported a position in IEZ in Q3 2022 and held it in 6 quarters. The position peaked at $2.69M in Q2 2023. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2024.

Atria Wealth Solutions reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2024 after selling out during the quarter.
Atria Wealth Solutions sold 74,808 iShares US Oil Equipment & Services ETF shares in Q1 2024, an estimated $1.64M.
Atria Wealth Solutions first reported a position in iShares US Oil Equipment & Services ETF in Q3 2022 and held it in 6 quarters.
Atria Wealth Solutions's iShares US Oil Equipment & Services ETF position peaked at $2.69M in Q2 2023.
89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.