Fidelity International’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Fidelity International’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
2023 Q1	–	Sell	-113,389	Closed	-$2.4M	–	835
2022 Q4	$2.4M	Hold	113,389	–	–	﹤0.01%	652
2022 Q3	$1.66M	Sell	113,389 -47,543	-30%	-$745K	﹤0.01%	684
2022 Q2	$2.6M	Buy	+160,932	New	+$3.03M	﹤0.01%	646

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFG

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

VCAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Fidelity International's IEZ Position: Q1 2023 in Review

Fidelity International sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2023, closing a stake of 113,389 shares — an estimated $2.4M sold.

Fidelity International first reported a position in IEZ in Q2 2022 and held it in 3 quarters. The position peaked at $2.6M in Q2 2022. 82 funds tracked by Wall St. Rank hold IEZ as of Q1 2023.

Fidelity International reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2023 after selling out during the quarter.
Fidelity International sold 113,389 iShares US Oil Equipment & Services ETF shares in Q1 2023, an estimated $2.4M.
Fidelity International first reported a position in iShares US Oil Equipment & Services ETF in Q2 2022 and held it in 3 quarters.
Fidelity International's iShares US Oil Equipment & Services ETF position peaked at $2.6M in Q2 2022.
82 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2023.

Based on Fidelity International's 13F filing for Q1 2023, filed 11 May 2023.