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

Merit Financial Group’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
-13,206
Closed -$294K – 896
2024
Q2 		$294K Buy
+13,206
New +$298K 0.01% 739

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

Merit Financial Group's IEZ Position: Q3 2024 in Review

Merit Financial Group sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2024, closing a stake of 13,206 shares — an estimated $294K sold.

Merit Financial Group first reported a position in IEZ in Q2 2024 and held it in 1 quarter. The position peaked at $294K in Q2 2024. 60 funds tracked by Wall St. Rank hold IEZ as of Q3 2024.

  • Merit Financial Group reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2024 after selling out during the quarter.
  • Merit Financial Group sold 13,206 iShares US Oil Equipment & Services ETF shares in Q3 2024, an estimated $294K.
  • Merit Financial Group first reported a position in iShares US Oil Equipment & Services ETF in Q2 2024 and held it in 1 quarter.
  • Merit Financial Group's iShares US Oil Equipment & Services ETF position peaked at $294K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2024.

Based on Merit Financial Group's 13F filing for Q3 2024, filed 17 Oct 2024.