First Manhattan’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

First Manhattan’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 Q2	–	Sell	-4	Closed	-$94	–	956
2024 Q1	$94	Hold	4	–	–	﹤0.01%	1388
2023 Q4	$87	Hold	4	–	–	﹤0.01%	1417
2023 Q3	$96	Hold	4	–	–	﹤0.01%	1459
2023 Q2	$80	Sell	4 -236	-98%	-$4.47K	﹤0.01%	1405
2023 Q1	$4.64K	Buy	240 +1	+0.4%	+$21	﹤0.01%	1306
2022 Q4	$5.08K	Buy	239 +2	+0.8%	+$39	﹤0.01%	1390
2022 Q3	$3K	Buy	237 +4	+2%	+$63	﹤0.01%	1385
2022 Q2	$3K	Hold	233	–	–	﹤0.01%	1404
2022 Q1	$4K	Hold	233	–	–	﹤0.01%	1416
2021 Q4	$3K	Buy	233 +1	+0.4%	+$14	﹤0.01%	1446
2021 Q3	$3K	Buy	+232	New	+$3.1K	﹤0.01%	1481
2018 Q4	–	Sell	-125	Closed	-$4K	–	1404
2018 Q3	$4K	Hold	125	–	–	﹤0.01%	1304
2018 Q2	$4K	Hold	125	–	–	﹤0.01%	1267
2018 Q1	$4K	Hold	125	–	–	﹤0.01%	1279
2017 Q4	$4K	Hold	125	–	–	﹤0.01%	1340
2017 Q3	$4K	Hold	125	–	–	﹤0.01%	1320
2017 Q2	$4K	Hold	125	–	–	﹤0.01%	1265
2017 Q1	$5K	Hold	125	–	–	﹤0.01%	1264
2016 Q4	$5K	Hold	125	–	–	﹤0.01%	1247
2016 Q3	$4K	Hold	125	–	–	﹤0.01%	1283
2016 Q2	$4K	Hold	125	–	–	﹤0.01%	1336
2016 Q1	$4K	Hold	125	–	–	﹤0.01%	1267
2015 Q4	$4K	Buy	+125	New	+$4.95K	﹤0.01%	1283

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

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

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

VCAM

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

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

GCA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFG

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

First Manhattan's IEZ Position: Q2 2024 in Review

First Manhattan sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2024, closing a stake of 4 shares — an estimated $94 sold.

First Manhattan first reported a position in IEZ in Q4 2015 and held it in 23 quarters. The position peaked at $5.08K in Q4 2022. 78 funds tracked by Wall St. Rank hold IEZ as of Q2 2024.

First Manhattan reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 4 iShares US Oil Equipment & Services ETF shares in Q2 2024, an estimated $94.
First Manhattan first reported a position in iShares US Oil Equipment & Services ETF in Q4 2015 and held it in 23 quarters.
First Manhattan's iShares US Oil Equipment & Services ETF position peaked at $5.08K in Q4 2022.
78 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.