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Commerce Bank’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Commerce Bank’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
Q1 		– Sell
-15,070
Closed -$319K – 1168
2022
Q4 		$319K Hold
15,070
– – ﹤0.01% 956
2022
Q3 		$217K Hold
15,070
– – ﹤0.01% 1063
2022
Q2 		$241K Hold
15,070
– – ﹤0.01% 1033
2022
Q1 		$291K Hold
15,070
– – ﹤0.01% 1017
2021
Q4 		$194K Hold
15,070
– – ﹤0.01% 1147
2021
Q3 		$206K Sell
15,070
-12,670
-46% -$169K ﹤0.01% 1121
2021
Q2 		$425K Buy
27,740
+6,645
+32% +$97.2K ﹤0.01% 893
2021
Q1 		$283K Buy
+21,095
New +$284K ﹤0.01% 995
2017
Q4 		– Sell
-18,710
Closed -$661K – 842
2017
Q3 		$661K Buy
+18,710
New +$615K 0.01% 479
2017
Q1 		– Sell
-4,605
Closed -$209K – 814
2016
Q4 		$209K Buy
+4,605
New +$194K ﹤0.01% 759
2015
Q3 		– Sell
-4,305
Closed -$206K – 808
2015
Q2 		$206K Sell
4,305
-1,000
-19% -$51.1K ﹤0.01% 768
2015
Q1 		$249K Sell
5,305
-1,550
-23% -$73.7K ﹤0.01% 719
2014
Q4 		$342K Sell
6,855
-925
-12% -$52K 0.01% 638
2014
Q3 		$516K Sell
7,780
-15
-0.2% -$1.09K 0.01% 508
2014
Q2 		$604K Buy
7,795
+1,450
+23% +$103K 0.01% 472
2014
Q1 		$434K Buy
6,345
+150
+2% +$9.63K 0.01% 540
2013
Q4 		$401K Sell
6,195
-380
-6% -$24.7K 0.01% 552
2013
Q3 		$412K Sell
6,575
-2,265
-26% -$138K 0.01% 523
2013
Q2 		$502K Buy
+8,840
New +$505K 0.01% 463

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Commerce Bank's IEZ Position: Q1 2023 in Review

Commerce Bank sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2023, closing a stake of 15,070 shares — an estimated $319K sold.

Commerce Bank first reported a position in IEZ in Q2 2013 and held it in 19 quarters. The position peaked at $661K in Q3 2017. 82 funds tracked by Wall St. Rank hold IEZ as of Q1 2023.

  • Commerce Bank reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2023 after selling out during the quarter.
  • Commerce Bank sold 15,070 iShares US Oil Equipment & Services ETF shares in Q1 2023, an estimated $319K.
  • Commerce Bank first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 19 quarters.
  • Commerce Bank's iShares US Oil Equipment & Services ETF position peaked at $661K in Q3 2017.
  • 82 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2023.

Based on Commerce Bank's 13F filing for Q1 2023, filed 4 May 2023.