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EWG Elevate’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

EWG Elevate’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
Q1 		– Sell
-51,913
Closed -$1.14M – 132
2023
Q4 		$1.14M Buy
+51,913
New +$1.16M 0.47% 48
2021
Q1 		– Sell
-483,043
Closed -$5.43M – 76
2020
Q4 		$5.43M Buy
+483,043
New +$4.48M 2.5% 17

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EWG Elevate's IEZ Position: Q1 2024 in Review

EWG Elevate sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2024, closing a stake of 51,913 shares — an estimated $1.14M sold.

EWG Elevate first reported a position in IEZ in Q4 2020 and held it in 2 quarters. The position peaked at $5.43M in Q4 2020. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2024.

  • EWG Elevate reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2024 after selling out during the quarter.
  • EWG Elevate sold 51,913 iShares US Oil Equipment & Services ETF shares in Q1 2024, an estimated $1.14M.
  • EWG Elevate first reported a position in iShares US Oil Equipment & Services ETF in Q4 2020 and held it in 2 quarters.
  • EWG Elevate's iShares US Oil Equipment & Services ETF position peaked at $5.43M in Q4 2020.
  • 89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2024.

Based on EWG Elevate's 13F filing for Q1 2024, filed 10 Apr 2024.