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Mascoma Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Mascoma Wealth Management’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
2021
Q4 		– Sell
-247
Closed -$3K – 544
2021
Q3 		$3K Buy
+247
New +$3.3K ﹤0.01% 410
2021
Q2 		– Sell
-247
Closed -$3K – 270
2021
Q1 		$3K Buy
+247
New +$3.32K ﹤0.01% 406

Other funds holding IEZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mascoma Wealth Management's IEZ Position: Q4 2021 in Review

Mascoma Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2021, closing a stake of 247 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in IEZ in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 46 funds tracked by Wall St. Rank hold IEZ as of Q4 2021.

  • Mascoma Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 247 iShares US Oil Equipment & Services ETF shares in Q4 2021, an estimated $3K.
  • Mascoma Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $3K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.