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Beacon Pointe Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Beacon Pointe Advisors’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
2026
Q1 		– Sell
-12,978
Closed -$271K – 1864
2025
Q4 		$271K Buy
+12,978
New +$263K ﹤0.01% 1314

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Pointe Advisors's IEZ Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2026, closing a stake of 12,978 shares — an estimated $271K sold.

Beacon Pointe Advisors first reported a position in IEZ in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 12,978 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $271K.
  • Beacon Pointe Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2025 and held it in 1 quarter.
  • Beacon Pointe Advisors's iShares US Oil Equipment & Services ETF position peaked at $271K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.