Bank Julius Baer & Co
IEZ icon

Bank Julius Baer & Co’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Bank Julius Baer & Co’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
-1,501
Closed -$23K – 832
2021
Q2 		$23K Buy
1,501
+1
+0.1% +$15 ﹤0.01% 748
2021
Q1 		$20K Buy
+1,500
New +$20.2K ﹤0.01% 745

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank Julius Baer & Co's IEZ Position: Q3 2021 in Review

Bank Julius Baer & Co sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2021, closing a stake of 1,501 shares — an estimated $23K sold.

Bank Julius Baer & Co first reported a position in IEZ in Q1 2021 and held it in 2 quarters. The position peaked at $23K in Q2 2021. 47 funds tracked by Wall St. Rank hold IEZ as of Q3 2021.

  • Bank Julius Baer & Co reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,501 iShares US Oil Equipment & Services ETF shares in Q3 2021, an estimated $23K.
  • Bank Julius Baer & Co first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 2 quarters.
  • Bank Julius Baer & Co's iShares US Oil Equipment & Services ETF position peaked at $23K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2021.

Based on Bank Julius Baer & Co's 13F filing for Q3 2021, filed 12 Nov 2021.