D.E. Shaw & Co’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

D.E. Shaw & Co’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
2024 Q2	–	Sell	-61,023	Closed	-$1.44M	–	4637
2024 Q1	$1.44M	Buy	+61,023	New	+$1.3M	﹤0.01%	2858

Other funds holding IEZ

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

VCAM

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

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

D.E. Shaw & Co's IEZ Position: Q2 2024 in Review

D.E. Shaw & Co sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2024, closing a stake of 61,023 shares — an estimated $1.44M sold.

D.E. Shaw & Co first reported a position in IEZ in Q1 2024 and held it in 1 quarter. The position peaked at $1.44M in Q1 2024. 78 funds tracked by Wall St. Rank hold IEZ as of Q2 2024.

D.E. Shaw & Co reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2024 after selling out during the quarter.
D.E. Shaw & Co sold 61,023 iShares US Oil Equipment & Services ETF shares in Q2 2024, an estimated $1.44M.
D.E. Shaw & Co first reported a position in iShares US Oil Equipment & Services ETF in Q1 2024 and held it in 1 quarter.
D.E. Shaw & Co's iShares US Oil Equipment & Services ETF position peaked at $1.44M in Q1 2024.
78 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2024.

Based on D.E. Shaw & Co's 13F filing for Q2 2024, filed 14 Aug 2024.