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Coldstream Capital Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-703
Closed -$13.7K – 2148
2025
Q1 		$13.7K Buy
+703
New +$14.2K ﹤0.01% 2260

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VCAM
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AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Coldstream Capital Management's IEZ Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2025, closing a stake of 703 shares — an estimated $13.7K sold.

Coldstream Capital Management first reported a position in IEZ in Q1 2025 and held it in 1 quarter. The position peaked at $13.7K in Q1 2025. 63 funds tracked by Wall St. Rank hold IEZ as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 703 iShares US Oil Equipment & Services ETF shares in Q2 2025, an estimated $13.7K.
  • Coldstream Capital Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares US Oil Equipment & Services ETF position peaked at $13.7K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.