Milestone Advisory Partners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Milestone Advisory Partners’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
2023 Q3	$449K	Buy	18,677 +2,087	+13%	+$49.3K	0.37%	40
2023 Q2	$334K	Sell	16,590 -3,878	-19%	-$73.5K	0.3%	48
2023 Q1	$395K	Sell	20,468 -7,733	-27%	-$165K	0.36%	43
2022 Q4	$598K	Hold	28,201	–	–	0.44%	32
2022 Q3	$406K	Sell	28,201 -82,351	-74%	-$1.29M	0.3%	44
2022 Q2	$1.76M	Sell	110,552 -19,923	-15%	-$375K	1.43%	17
2022 Q1	$2.52M	Buy	+130,475	New	+$2.19M	1.36%	22

Other funds holding IEZ

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Milestone Advisory Partners's IEZ Position: Q3 2023 in Review

Milestone Advisory Partners increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 13% in Q3 2023, buying an estimated $49.3K and bringing the position to 18,677 shares worth $449K. The position accounts for 0.37% of the portfolio, ranked #40.

Milestone Advisory Partners first reported a position in IEZ in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.52M in Q1 2022. 95 funds tracked by Wall St. Rank hold IEZ as of Q3 2023.

Milestone Advisory Partners held 18,677 shares of iShares US Oil Equipment & Services ETF worth $449K as of Q3 2023.
Milestone Advisory Partners bought 2,087 iShares US Oil Equipment & Services ETF shares in Q3 2023, an estimated $49.3K.
iShares US Oil Equipment & Services ETF made up 0.37% of Milestone Advisory Partners's portfolio in Q3 2023, its #40 holding.
Milestone Advisory Partners first reported a position in iShares US Oil Equipment & Services ETF in Q1 2022 and has held it in 7 quarters since.
Milestone Advisory Partners's iShares US Oil Equipment & Services ETF position peaked at $2.52M in Q1 2022.
95 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.