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

BerganKDV 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
2020
Q4 		– Sell
-19
Closed – – 978
2020
Q3 		$0 Sell
19
-3
-14% -$27 ﹤0.01% 953
2020
Q2 		$0 Buy
22
+2
+10% +$16 ﹤0.01% 1018
2020
Q1 		$0 Buy
20
+2
+11% +$28 ﹤0.01% 962
2019
Q4 		$0 Hold
18
– – ﹤0.01% 958
2019
Q3 		$0 Buy
18
+5
+38% +$96 ﹤0.01% 717
2019
Q2 		$0 Buy
13
+7
+117% +$161 ﹤0.01% 750
2019
Q1 		$0 Buy
6
+2
+50% +$49 ﹤0.01% 741
2018
Q4 		$0 Buy
+4
New +$113 ﹤0.01% 708

Other funds holding IEZ

EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

BerganKDV Wealth Management's IEZ Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2020, closing a stake of 19 shares.

BerganKDV Wealth Management first reported a position in IEZ in Q4 2018 and held it in 8 quarters. The position peaked at $0 in Q3 2020. 36 funds tracked by Wall St. Rank hold IEZ as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 19 iShares US Oil Equipment & Services ETF shares in Q4 2020.
  • BerganKDV Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2018 and held it in 8 quarters.
  • BerganKDV Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $0 in Q3 2020.
  • 36 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.