Farther Finance Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Farther Finance 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
2024 Q3	–	Sell	-1,365	Closed	-$30K	–	4062
2024 Q2	$30K	Hold	1,365	–	–	﹤0.01%	1620
2024 Q1	$32.5K	Hold	1,365	–	–	﹤0.01%	1336
2023 Q4	$29.9K	Hold	1,365	–	–	﹤0.01%	1209
2023 Q3	$32.8K	Buy	+1,365	New	+$32.2K	0.01%	934

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

VCAM

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

GCA

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

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFG

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

Farther Finance Advisors's IEZ Position: Q3 2024 in Review

Farther Finance Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2024, closing a stake of 1,365 shares — an estimated $30K sold.

Farther Finance Advisors first reported a position in IEZ in Q3 2023 and held it in 4 quarters. The position peaked at $32.8K in Q3 2023. 60 funds tracked by Wall St. Rank hold IEZ as of Q3 2024.

Farther Finance Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2024 after selling out during the quarter.
Farther Finance Advisors sold 1,365 iShares US Oil Equipment & Services ETF shares in Q3 2024, an estimated $30K.
Farther Finance Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and held it in 4 quarters.
Farther Finance Advisors's iShares US Oil Equipment & Services ETF position peaked at $32.8K in Q3 2023.
60 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2024.

Based on Farther Finance Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.