BFA
IEZ icon

Beaumont Financial Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Beaumont Financial 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
2021
Q2 		– Sell
-24,694
Closed -$331K – 374
2021
Q1 		$331K Buy
+24,694
New +$332K 0.03% 254
2020
Q3 		– Sell
-82,129
Closed -$707K – 313
2020
Q2 		$707K Buy
+82,129
New +$659K 0.07% 156

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beaumont Financial Advisors's IEZ Position: Q2 2021 in Review

Beaumont Financial Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2021, closing a stake of 24,694 shares — an estimated $331K sold.

Beaumont Financial Advisors first reported a position in IEZ in Q2 2020 and held it in 2 quarters. The position peaked at $707K in Q2 2020. 53 funds tracked by Wall St. Rank hold IEZ as of Q2 2021.

  • Beaumont Financial Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 24,694 iShares US Oil Equipment & Services ETF shares in Q2 2021, an estimated $331K.
  • Beaumont Financial Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q2 2020 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares US Oil Equipment & Services ETF position peaked at $707K in Q2 2020.
  • 53 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2021.

Based on Beaumont Financial Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.