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Brouwer & Janachowski’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Brouwer & Janachowski’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
2015
Q3 		– Sell
-800
Closed -$38K – 60
2015
Q2 		$38K Buy
+800
New +$40.9K 0.02% 61
2014
Q2 		– Sell
-800
Closed -$55K – 58
2014
Q1 		$55K Buy
+800
New +$51.4K 0.03% 67

Other funds holding IEZ

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brouwer & Janachowski's IEZ Position: Q3 2015 in Review

Brouwer & Janachowski sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2015, closing a stake of 800 shares — an estimated $38K sold.

Brouwer & Janachowski first reported a position in IEZ in Q1 2014 and held it in 2 quarters. The position peaked at $55K in Q1 2014. 75 funds tracked by Wall St. Rank hold IEZ as of Q3 2015.

  • Brouwer & Janachowski reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 800 iShares US Oil Equipment & Services ETF shares in Q3 2015, an estimated $38K.
  • Brouwer & Janachowski first reported a position in iShares US Oil Equipment & Services ETF in Q1 2014 and held it in 2 quarters.
  • Brouwer & Janachowski's iShares US Oil Equipment & Services ETF position peaked at $55K in Q1 2014.
  • 75 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.