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

KKM Financial’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
-14,522
Closed -$315K – 145
2024
Q2 		$315K Buy
14,522
+2,300
+19% +$52K 0.15% 122
2024
Q1 		$289K Hold
12,222
– – 0.14% 126
2023
Q4 		$268K Buy
+12,222
New +$274K 0.17% 107

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
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

KKM Financial's IEZ Position: Q3 2024 in Review

KKM Financial sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2024, closing a stake of 14,522 shares — an estimated $315K sold.

KKM Financial first reported a position in IEZ in Q4 2023 and held it in 3 quarters. The position peaked at $315K in Q2 2024. 60 funds tracked by Wall St. Rank hold IEZ as of Q3 2024.

  • KKM Financial reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2024 after selling out during the quarter.
  • KKM Financial sold 14,522 iShares US Oil Equipment & Services ETF shares in Q3 2024, an estimated $315K.
  • KKM Financial first reported a position in iShares US Oil Equipment & Services ETF in Q4 2023 and held it in 3 quarters.
  • KKM Financial's iShares US Oil Equipment & Services ETF position peaked at $315K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2024.

Based on KKM Financial's 13F filing for Q3 2024, filed 12 Nov 2024.