EWM
IEZ icon

Evercore Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Evercore Wealth 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
2018
Q1 		– Sell
-87,140
Closed -$3.13M – 553
2017
Q4 		$3.13M Buy
+87,140
New +$2.94M 0.12% 101

Other funds holding IEZ

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PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Evercore Wealth Management's IEZ Position: Q1 2018 in Review

Evercore Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2018, closing a stake of 87,140 shares — an estimated $3.13M sold.

Evercore Wealth Management first reported a position in IEZ in Q4 2017 and held it in 1 quarter. The position peaked at $3.13M in Q4 2017. 65 funds tracked by Wall St. Rank hold IEZ as of Q1 2018.

  • Evercore Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 87,140 iShares US Oil Equipment & Services ETF shares in Q1 2018, an estimated $3.13M.
  • Evercore Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2017 and held it in 1 quarter.
  • Evercore Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $3.13M in Q4 2017.
  • 65 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.