Cresset Asset Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Cresset Asset 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	-10,324	Closed	-$201K	–	1607
2025 Q1	$201K	Buy	10,324 +48	+0.5%	+$972	﹤0.01%	1526
2024 Q4	$204K	Buy	+10,276	New	+$211K	﹤0.01%	1560

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cresset Asset Management's IEZ Position: Q2 2025 in Review

Cresset Asset Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2025, closing a stake of 10,324 shares — an estimated $201K sold.

Cresset Asset Management first reported a position in IEZ in Q4 2024 and held it in 2 quarters. The position peaked at $204K in Q4 2024. 63 funds tracked by Wall St. Rank hold IEZ as of Q2 2025.

Cresset Asset Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 10,324 iShares US Oil Equipment & Services ETF shares in Q2 2025, an estimated $201K.
Cresset Asset Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and held it in 2 quarters.
Cresset Asset Management's iShares US Oil Equipment & Services ETF position peaked at $204K in Q4 2024.
63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.