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

Money Concepts 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
2026 Q2	$230K	Buy	+8,541	New	+$257K	0.01%	574

Other funds holding IEZ

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Money Concepts Capital's IEZ Position: Q2 2026 in Review

Money Concepts Capital opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026: 8,541 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #574 among its holdings.

93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

Money Concepts Capital held 8,541 shares of iShares US Oil Equipment & Services ETF worth $230K as of Q2 2026.
iShares US Oil Equipment & Services ETF was a new Money Concepts Capital position in Q2 2026.
iShares US Oil Equipment & Services ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #574 holding.
93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.