EverSource Wealth Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

EverSource Wealth Advisors’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 Q3	–	Sell	-320	Closed	-$5.43K	–	4395
2025 Q2	$5.43K	Sell	320 -550	-63%	-$9.21K	﹤0.01%	3129
2025 Q1	$17K	Hold	870	–	–	﹤0.01%	1788
2024 Q4	$17.2K	Buy	+870	New	+$17.9K	﹤0.01%	1708
2023 Q4	–	Sell	-250	Closed	-$6.01K	–	2689
2023 Q3	$6.01K	Hold	250	–	–	﹤0.01%	1631
2023 Q2	$5.03K	Hold	250	–	–	﹤0.01%	1730
2023 Q1	$4.83K	Buy	+250	New	+$5.33K	﹤0.01%	1654

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

EverSource Wealth Advisors's IEZ Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2025, closing a stake of 320 shares — an estimated $5.43K sold.

EverSource Wealth Advisors first reported a position in IEZ in Q1 2023 and held it in 6 quarters. The position peaked at $17.2K in Q4 2024. 63 funds tracked by Wall St. Rank hold IEZ as of Q3 2025.

EverSource Wealth Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 320 iShares US Oil Equipment & Services ETF shares in Q3 2025, an estimated $5.43K.
EverSource Wealth Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q1 2023 and held it in 6 quarters.
EverSource Wealth Advisors's iShares US Oil Equipment & Services ETF position peaked at $17.2K in Q4 2024.
63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.