New England Capital Financial Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

New England Capital Financial 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
2026 Q1	–	Sell	-2	Closed	-$33	–	428
2025 Q4	$33	Sell	2 -208	-99%	-$4.22K	﹤0.01%	417
2025 Q3	$4.05K	Buy	210 +2	+1%	+$37	﹤0.01%	323
2025 Q2	$3.54K	Buy	208 +1	+0.5%	+$17	﹤0.01%	325
2025 Q1	$4.04K	Buy	207 +1	+0.5%	+$20	﹤0.01%	287
2024 Q4	$4.09K	Hold	206	–	–	﹤0.01%	283
2024 Q3	$4.13K	Buy	206 +1	+0.5%	+$21	﹤0.01%	283
2024 Q2	$4.56K	Buy	205 +1	+0.5%	+$23	﹤0.01%	275
2024 Q1	$4.82K	Buy	204 +1	+0.5%	+$21	﹤0.01%	269
2023 Q4	$4.45K	Buy	203 +1	+0.5%	+$22	﹤0.01%	286
2023 Q3	$4.85K	Hold	202	–	–	﹤0.01%	268
2023 Q2	$4.06K	Hold	202	–	–	﹤0.01%	279
2023 Q1	$3.9K	Buy	202 +1	+0.5%	+$21	﹤0.01%	312
2022 Q4	$4.5K	Buy	+201	New	+$3.96K	﹤0.01%	304

Other funds holding IEZ

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

MWM

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

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

ASN

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

New England Capital Financial Advisors's IEZ Position: Q1 2026 in Review

New England Capital Financial Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2026, closing a stake of 2 shares — an estimated $33 sold.

New England Capital Financial Advisors first reported a position in IEZ in Q4 2022 and held it in 13 quarters. The position peaked at $4.85K in Q3 2023. 90 funds tracked by Wall St. Rank hold IEZ as of Q1 2026.

New England Capital Financial Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2026 after selling out during the quarter.
New England Capital Financial Advisors sold 2 iShares US Oil Equipment & Services ETF shares in Q1 2026, an estimated $33.
New England Capital Financial Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2022 and held it in 13 quarters.
New England Capital Financial Advisors's iShares US Oil Equipment & Services ETF position peaked at $4.85K in Q3 2023.
90 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.