Morgan Stanley
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Morgan Stanley’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Morgan Stanley’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
Q1 		$29.2M Buy
1,010,117
+549,640
+119% +$14.6M ﹤0.01% 2600
2025
Q4 		$9.61M Buy
460,477
+2,861
+0.6% +$58.1K ﹤0.01% 3649
2025
Q3 		$8.83M Sell
457,616
-192,808
-30% -$3.54M ﹤0.01% 3653
2025
Q2 		$11M Sell
650,424
-276,331
-30% -$4.63M ﹤0.01% 3343
2025
Q1 		$18.1M Sell
926,755
-238,180
-20% -$4.82M ﹤0.01% 2790
2024
Q4 		$23.1M Buy
1,164,935
+289,046
+33% +$5.95M ﹤0.01% 2614
2024
Q3 		$17.6M Sell
875,889
-122,487
-12% -$2.62M ﹤0.01% 2923
2024
Q2 		$22.2M Sell
998,376
-783,376
-44% -$17.7M ﹤0.01% 2543
2024
Q1 		$42.1M Sell
1,781,752
-1,309,172
-42% -$27.9M ﹤0.01% 1913
2023
Q4 		$67.8M Buy
3,090,924
+1,401,922
+83% +$31.4M ﹤0.01% 2129
2023
Q3 		$40.6M Buy
1,689,002
+623,244
+58% +$14.7M ﹤0.01% 1775
2023
Q2 		$21.4M Sell
1,065,758
-236,279
-18% -$4.48M ﹤0.01% 2406
2023
Q1 		$25.2M Sell
1,302,037
-96,225
-7% -$2.05M ﹤0.01% 2180
2022
Q4 		$29.6M Buy
1,398,262
+870,127
+165% +$17.2M ﹤0.01% 1965
2022
Q3 		$7.61M Sell
528,135
-1,306,915
-71% -$20.5M ﹤0.01% 3257
2022
Q2 		$29.3M Buy
1,835,050
+63,516
+4% +$1.2M ﹤0.01% 1869
2022
Q1 		$34.2M Buy
1,771,534
+1,542,018
+672% +$25.9M ﹤0.01% 1582
2021
Q4 		$2.96M Sell
229,516
-43,470
-16% -$605K ﹤0.01% 4253
2021
Q3 		$3.74M Sell
272,986
-742,134
-73% -$9.9M ﹤0.01% 4023
2021
Q2 		$15.6M Sell
1,015,120
-1,828,913
-64% -$26.8M ﹤0.01% 2454
2021
Q1 		$38.1M Buy
2,844,033
+2,602,893
+1,079% +$35M 0.01% 1380
2020
Q4 		$2.71M Buy
241,140
+39,025
+19% +$362K ﹤0.01% 3890
2020
Q3 		$1.46M Sell
202,115
-2,445,438
-92% -$21.7M ﹤0.01% 3934
2020
Q2 		$22.8M Buy
2,647,553
+2,457,997
+1,297% +$19.7M 0.01% 1298
2020
Q1 		$1.13M Sell
189,556
-110,298
-37% -$1.57M ﹤0.01% 3864
2019
Q4 		$6.1M Sell
299,854
-74,135
-20% -$1.33M ﹤0.01% 2976
2019
Q3 		$6.59M Sell
373,989
-78,107
-17% -$1.5M ﹤0.01% 2577
2019
Q2 		$9.81M Sell
452,096
-5,900
-1% -$135K ﹤0.01% 2184
2019
Q1 		$11.6M Buy
457,996
+48,302
+12% +$1.19M ﹤0.01% 1898
2018
Q4 		$8.37M Sell
409,694
-17,894
-4% -$505K ﹤0.01% 2314
2018
Q3 		$15.3M Buy
427,588
+19,252
+5% +$683K ﹤0.01% 1943
2018
Q2 		$14.9M Buy
408,336
+3,202
+0.8% +$118K ﹤0.01% 1934
2018
Q1 		$13.1M Sell
405,134
-151,146
-27% -$5.35M ﹤0.01% 2080
2017
Q4 		$20M Buy
556,280
+337,581
+154% +$11.4M 0.01% 1667
2017
Q3 		$7.73M Buy
218,699
+21,476
+11% +$706K ﹤0.01% 2539
2017
Q2 		$6.66M Buy
197,223
+19,937
+11% +$742K ﹤0.01% 2566
2017
Q1 		$7.46M Buy
177,286
+36,472
+26% +$1.62M ﹤0.01% 2486
2016
Q4 		$6.4M Buy
140,814
+25,344
+22% +$1.07M ﹤0.01% 2739
2016
Q3 		$4.57M Sell
115,470
-7,299
-6% -$276K ﹤0.01% 2739
2016
Q2 		$4.74M Buy
122,769
+3,048
+3% +$114K ﹤0.01% 2663
2016
Q1 		$4.28M Sell
119,721
-220,571
-65% -$7.26M ﹤0.01% 2692
2015
Q4 		$12.2M Sell
340,292
-71,441
-17% -$2.83M ﹤0.01% 1797
2015
Q3 		$15M Buy
411,733
+138,161
+51% +$5.74M 0.01% 1620
2015
Q2 		$13.1M Buy
273,572
+18,048
+7% +$922K ﹤0.01% 1843
2015
Q1 		$12M Sell
255,524
-260,694
-51% -$12.4M ﹤0.01% 1883
2014
Q4 		$25.8M Buy
516,218
+228,526
+79% +$12.8M 0.01% 1271
2014
Q3 		$19.1M Buy
287,692
+13,960
+5% +$1.01M 0.01% 1476
2014
Q2 		$21.2M Sell
273,732
-6,585
-2% -$469K 0.01% 1390
2014
Q1 		$19.2M Sell
280,317
-74,145
-21% -$4.76M 0.01% 1409
2013
Q4 		$23M Sell
354,462
-34,587
-9% -$2.25M 0.01% 1236
2013
Q3 		$24.4M Buy
389,049
+39,763
+11% +$2.42M 0.01% 1078
2013
Q2 		$19.8M Buy
+349,286
New +$20M 0.01% 1186

Other funds holding IEZ

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Morgan Stanley's IEZ Position: Q1 2026 in Review

Morgan Stanley increased its iShares US Oil Equipment & Services ETF (IEZ) stake by 119% in Q1 2026, buying an estimated $14.6M and bringing the position to 1,010,117 shares worth $29.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

Morgan Stanley first reported a position in IEZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $67.8M in Q4 2023. 90 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

  • Morgan Stanley held 1,010,117 shares of iShares US Oil Equipment & Services ETF worth $29.2M as of Q1 2026.
  • Morgan Stanley bought 549,640 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $14.6M.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2600 holding.
  • Morgan Stanley first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares US Oil Equipment & Services ETF position peaked at $67.8M in Q4 2023.
  • 90 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.