Equitable Holdings’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Equitable Holdings’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	$11.8M	Buy	+408,835	New	+$10.9M	0.08%	252
2021 Q2	–	Sell	-12,060	Closed	-$162K	–	820
2021 Q1	$162K	Buy	+12,060	New	+$162K	﹤0.01%	730
2020 Q2	–	Sell	-13,480	Closed	-$80K	–	633
2020 Q1	$80K	Buy	+13,480	New	+$192K	﹤0.01%	569

Other funds holding IEZ

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

WDL

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

Equitable Holdings's IEZ Position: Q1 2026 in Review

Equitable Holdings opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q1 2026: 408,835 shares worth $11.8M. The stake represents 0.08% of the portfolio and ranks #252 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in IEZ as recently as Q1 2021.

Equitable Holdings first reported a position in IEZ in Q1 2020 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

Equitable Holdings held 408,835 shares of iShares US Oil Equipment & Services ETF worth $11.8M as of Q1 2026.
iShares US Oil Equipment & Services ETF was a new Equitable Holdings position in Q1 2026.
iShares US Oil Equipment & Services ETF made up 0.08% of Equitable Holdings's portfolio in Q1 2026, its #252 holding.
Equitable Holdings first reported a position in iShares US Oil Equipment & Services ETF in Q1 2020 and has held it in 3 quarters since.
89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.