Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Northwestern Mutual Wealth Management’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 		$224K Sell
8,310
-99
-1% -$2.98K ﹤0.01% 1957
2026
Q1 		$243K Sell
8,409
-2,106
-20% -$56K ﹤0.01% 1818
2025
Q4 		$219K Buy
10,515
+421
+4% +$8.55K ﹤0.01% 1829
2025
Q3 		$195K Buy
10,094
+980
+11% +$18K ﹤0.01% 1810
2025
Q2 		$155K Buy
9,114
+1,479
+19% +$24.8K ﹤0.01% 1850
2025
Q1 		$149K Buy
+7,635
New +$155K ﹤0.01% 1782
2023
Q4 		– Sell
-2,283
Closed -$54.9K – 3564
2023
Q3 		$54.9K Buy
+2,283
New +$53.9K ﹤0.01% 1935
2023
Q2 		– Sell
-220
Closed -$4.25K – 3463
2023
Q1 		$4.25K Buy
+220
New +$4.69K ﹤0.01% 2793
2022
Q3 		– Sell
-173
Closed -$3K – 3238
2022
Q2 		$3K Buy
+173
New +$3.26K ﹤0.01% 2840
2019
Q2 		– Sell
-121
Closed -$3K – 2600
2019
Q1 		$3K Buy
121
+99
+450% +$2.44K ﹤0.01% 2243
2018
Q4 		$0 Buy
+22
New +$620 ﹤0.01% 2501
2018
Q3 		– Sell
-306
Closed -$11K – 2534
2018
Q2 		$11K Buy
+306
New +$11.2K ﹤0.01% 1810
2017
Q1 		– Sell
-66
Closed -$3K – 2193
2016
Q4 		$3K Buy
+66
New +$2.77K ﹤0.01% 1964
2016
Q2 		– Sell
-56
Closed -$2K – 2146
2016
Q1 		$2K Hold
56
– – ﹤0.01% 1889
2015
Q4 		$2K Buy
+56
New +$2.22K ﹤0.01% 1442

Other funds holding IEZ

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Commonwealth Equity Services
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

Northwestern Mutual Wealth Management's IEZ Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares US Oil Equipment & Services ETF (IEZ) stake by 1.2% in Q2 2026, selling an estimated $2.98K and leaving 8,310 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Northwestern Mutual Wealth Management first reported a position in IEZ in Q4 2015 and has held it in 15 quarters since. The position peaked at $243K in Q1 2026. 93 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Northwestern Mutual Wealth Management held 8,310 shares of iShares US Oil Equipment & Services ETF worth $224K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 99 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $2.98K.
  • iShares US Oil Equipment & Services ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1957 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2015 and has held it in 15 quarters since.
  • Northwestern Mutual Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $243K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.