Medici Capital’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Medici Capital’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
2025 Q2	–	Sell	-30,000	Closed	-$585K	–	28
2025 Q1	$585K	Hold	30,000	–	–	0.71%	13
2024 Q4	$594K	Buy	+30,000	New	+$617K	0.74%	10

Other funds holding IEZ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCAM

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

AMI

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

IFG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GCA

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Medici Capital's IEZ Position: Q2 2025 in Review

Medici Capital sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2025, closing a stake of 30,000 shares — an estimated $585K sold.

Medici Capital first reported a position in IEZ in Q4 2024 and held it in 2 quarters. The position peaked at $594K in Q4 2024. 63 funds tracked by Wall St. Rank hold IEZ as of Q2 2025.

Medici Capital reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
Medici Capital sold 30,000 iShares US Oil Equipment & Services ETF shares in Q2 2025, an estimated $585K.
Medici Capital first reported a position in iShares US Oil Equipment & Services ETF in Q4 2024 and held it in 2 quarters.
Medici Capital's iShares US Oil Equipment & Services ETF position peaked at $594K in Q4 2024.
63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2025.

Based on Medici Capital's 13F filing for Q2 2025, filed 7 Jul 2025.