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

BigSur 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 Q2	–	Sell	-11,200	Closed	-$216K	–	128
2023 Q1	$216K	Buy	+11,200	New	+$239K	0.1%	111

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

BigSur Wealth Management's IEZ Position: Q2 2023 in Review

BigSur Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2023, closing a stake of 11,200 shares — an estimated $216K sold.

BigSur Wealth Management first reported a position in IEZ in Q1 2023 and held it in 1 quarter. The position peaked at $216K in Q1 2023. 64 funds tracked by Wall St. Rank hold IEZ as of Q2 2023.

BigSur Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2023 after selling out during the quarter.
BigSur Wealth Management sold 11,200 iShares US Oil Equipment & Services ETF shares in Q2 2023, an estimated $216K.
BigSur Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2023 and held it in 1 quarter.
BigSur Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $216K in Q1 2023.
64 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2023.

Based on BigSur Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.