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Baystate Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$58.1K Buy
2,650
+15
+0.6% +$336 ﹤0.01% 356
2023
Q3 		$63.4K Sell
2,635
-571
-18% -$13.5K 0.01% 308
2023
Q2 		$64.5K Sell
3,206
-433
-12% -$8.21K 0.01% 305
2023
Q1 		$70.3K Buy
3,639
+13
+0.4% +$277 0.01% 290
2022
Q4 		$77K Buy
3,626
+7
+0.2% +$138 0.01% 279
2022
Q3 		$52K Buy
+3,619
New +$56.7K 0.01% 301

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Baystate Wealth Management's IEZ Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 0.57% in Q4 2023, buying an estimated $336 and bringing the position to 2,650 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Baystate Wealth Management first reported a position in IEZ in Q3 2022 and has held it in 6 quarters since. The position peaked at $77K in Q4 2022. 96 funds tracked by Wall St. Rank hold IEZ as of Q4 2023.

  • Baystate Wealth Management held 2,650 shares of iShares US Oil Equipment & Services ETF worth $58.1K as of Q4 2023.
  • Baystate Wealth Management bought 15 iShares US Oil Equipment & Services ETF shares in Q4 2023, an estimated $336.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #356 holding.
  • Baystate Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q3 2022 and has held it in 6 quarters since.
  • Baystate Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $77K in Q4 2022.
  • 96 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.