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Kabarec Financial Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Kabarec Financial 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
2018
Q2 		$5K Hold
130
– – ﹤0.01% 78
2018
Q1 		$4K Buy
+130
New +$4.6K ﹤0.01% 86

Other funds holding IEZ

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Kabarec Financial Advisors's IEZ Position: Q2 2018 in Review

Kabarec Financial Advisors held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q2 2018 at 130 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #78.

Kabarec Financial Advisors first reported a position in IEZ in Q1 2018 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold IEZ as of Q2 2018.

  • Kabarec Financial Advisors held 130 shares of iShares US Oil Equipment & Services ETF worth $5K as of Q2 2018.
  • Kabarec Financial Advisors left its iShares US Oil Equipment & Services ETF share count unchanged in Q2 2018.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #78 holding.
  • Kabarec Financial Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q1 2018 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.