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

Centaurus Financial’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
-11,288
Closed -$151K – 909
2021
Q1 		$151K Buy
+11,288
New +$152K 0.01% 668

Other funds holding IEZ

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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

Centaurus Financial's IEZ Position: Q2 2021 in Review

Centaurus Financial sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2021, closing a stake of 11,288 shares — an estimated $151K sold.

Centaurus Financial first reported a position in IEZ in Q1 2021 and held it in 1 quarter. The position peaked at $151K in Q1 2021. 53 funds tracked by Wall St. Rank hold IEZ as of Q2 2021.

  • Centaurus Financial reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2021 after selling out during the quarter.
  • Centaurus Financial sold 11,288 iShares US Oil Equipment & Services ETF shares in Q2 2021, an estimated $151K.
  • Centaurus Financial first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 1 quarter.
  • Centaurus Financial's iShares US Oil Equipment & Services ETF position peaked at $151K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2021.

Based on Centaurus Financial's 13F filing for Q2 2021, filed 10 Aug 2021.