Corient Private Wealth
IEZ icon

Corient Private Wealth’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Corient Private Wealth’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
2026
Q1 		$291K Sell
15,862
-4,238
-21% -$113K ﹤0.01% 2329
2025
Q4 		$419K Buy
+20,100
New +$408K ﹤0.01% 2412
2025
Q3 		– Sell
-10,050
Closed -$171K – 2620
2025
Q2 		$171K Hold
10,050
– – ﹤0.01% 2266
2025
Q1 		$196K Sell
10,050
-12,392
-55% -$251K ﹤0.01% 2078
2024
Q4 		$199K Sell
22,442
-6,764
-23% -$139K ﹤0.01% 2122
2024
Q3 		$587K Buy
29,206
+131
+0.5% +$2.8K ﹤0.01% 1651
2024
Q2 		$648K Buy
29,075
+29
+0.1% +$655 ﹤0.01% 1512
2024
Q1 		$687K Buy
29,046
+25
+0.1% +$533 ﹤0.01% 1471
2023
Q4 		$636K Sell
29,021
-5,361
-16% -$120K ﹤0.01% 1484
2023
Q3 		$827K Hold
34,382
– – ﹤0.01% 1261
2023
Q2 		$692K Hold
34,382
– – ﹤0.01% 1294
2023
Q1 		$664K Hold
34,382
– – ﹤0.01% 1256
2022
Q4 		$729K Buy
+34,382
New +$678K ﹤0.01% 1017

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Corient Private Wealth's IEZ Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 21% in Q1 2026, selling an estimated $113K and leaving 15,862 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

Corient Private Wealth first reported a position in IEZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $827K in Q3 2023. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Corient Private Wealth held 15,862 shares of iShares US Oil Equipment & Services ETF worth $291K as of Q1 2026.
  • Corient Private Wealth sold 4,238 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $113K.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2329 holding.
  • Corient Private Wealth first reported a position in iShares US Oil Equipment & Services ETF in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's iShares US Oil Equipment & Services ETF position peaked at $827K in Q3 2023.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.