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Cetera Advisor Networks’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Cetera Advisor Networks’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
Q4 		– Sell
-21,395
Closed -$514K – 2830
2023
Q3 		$514K Buy
+21,395
New +$505K ﹤0.01% 1737

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Cetera Advisor Networks's IEZ Position: Q4 2023 in Review

Cetera Advisor Networks sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2023, closing a stake of 21,395 shares — an estimated $514K sold.

Cetera Advisor Networks first reported a position in IEZ in Q3 2023 and held it in 1 quarter. The position peaked at $514K in Q3 2023. 96 funds tracked by Wall St. Rank hold IEZ as of Q4 2023.

  • Cetera Advisor Networks reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisor Networks sold 21,395 iShares US Oil Equipment & Services ETF shares in Q4 2023, an estimated $514K.
  • Cetera Advisor Networks first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and held it in 1 quarter.
  • Cetera Advisor Networks's iShares US Oil Equipment & Services ETF position peaked at $514K in Q3 2023.
  • 96 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.