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Mutual Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Mutual Advisors’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
2021
Q1 		– Sell
-20,354
Closed -$229K – 801
2020
Q4 		$229K Buy
+20,354
New +$189K 0.02% 666

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SFI
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Bank of America
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Royal Bank of Canada
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Stifel Financial
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ASN
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mutual Advisors's IEZ Position: Q1 2021 in Review

Mutual Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2021, closing a stake of 20,354 shares — an estimated $229K sold.

Mutual Advisors first reported a position in IEZ in Q4 2020 and held it in 1 quarter. The position peaked at $229K in Q4 2020. 73 funds tracked by Wall St. Rank hold IEZ as of Q1 2021.

  • Mutual Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2021 after selling out during the quarter.
  • Mutual Advisors sold 20,354 iShares US Oil Equipment & Services ETF shares in Q1 2021, an estimated $229K.
  • Mutual Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2020 and held it in 1 quarter.
  • Mutual Advisors's iShares US Oil Equipment & Services ETF position peaked at $229K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2021.

Based on Mutual Advisors's 13F filing for Q1 2021, filed 13 May 2021.