Fusion Family Wealth’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Fusion Family Wealth’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
2019 Q4	–	Sell	-11	Closed	-$1K	–	140
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	135
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	145
2019 Q1	$1K	Hold	11	–	–	﹤0.01%	145
2018 Q4	$1K	Hold	11	–	–	﹤0.01%	236
2018 Q3	$1K	Hold	11	–	–	﹤0.01%	251
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	273
2018 Q1	$1K	Hold	11	–	–	﹤0.01%	256
2017 Q4	$1K	Hold	11	–	–	﹤0.01%	269
2017 Q3	$1K	Hold	11	–	–	﹤0.01%	212
2017 Q2	$1K	Hold	11	–	–	﹤0.01%	269
2017 Q1	$1K	Hold	11	–	–	﹤0.01%	291
2016 Q4	$1K	Buy	+11	New	+$463	﹤0.01%	363

Other funds holding IEZ

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

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

FBA

Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

BCM

Blume Capital Management Berkeley, California $588M AUM 29.16% 1-Year Est. Return

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

VCAM

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

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fusion Family Wealth's IEZ Position: Q4 2019 in Review

Fusion Family Wealth sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2019, closing a stake of 11 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in IEZ in Q4 2016 and held it in 12 quarters. The position peaked at $1K in Q3 2019. 49 funds tracked by Wall St. Rank hold IEZ as of Q4 2019.

Fusion Family Wealth reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2019 after selling out during the quarter.
Fusion Family Wealth sold 11 iShares US Oil Equipment & Services ETF shares in Q4 2019, an estimated $1K.
Fusion Family Wealth first reported a position in iShares US Oil Equipment & Services ETF in Q4 2016 and held it in 12 quarters.
Fusion Family Wealth's iShares US Oil Equipment & Services ETF position peaked at $1K in Q3 2019.
49 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2019.

Based on Fusion Family Wealth's 13F filing for Q4 2019, filed 29 Jan 2020.