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

OneDigital Investment 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
2019 Q3	–	Sell	-210	Closed	-$5K	–	838
2019 Q2	$5K	Hold	210	–	–	﹤0.01%	1046
2019 Q1	$5K	Hold	210	–	–	﹤0.01%	986
2018 Q4	$4K	Hold	210	–	–	﹤0.01%	974
2018 Q3	$7K	Hold	210	–	–	﹤0.01%	886
2018 Q2	$8K	Hold	210	–	–	﹤0.01%	1092
2018 Q1	$7K	Hold	210	–	–	﹤0.01%	1104
2017 Q4	$8K	Hold	210	–	–	﹤0.01%	1015
2017 Q3	$7K	Hold	210	–	–	﹤0.01%	854
2017 Q2	$7K	Buy	+210	New	+$7.81K	﹤0.01%	1005

Other funds holding IEZ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FBA

Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors's IEZ Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2019, closing a stake of 210 shares — an estimated $5K sold.

OneDigital Investment Advisors first reported a position in IEZ in Q2 2017 and held it in 9 quarters. The position peaked at $8K in Q2 2018. 50 funds tracked by Wall St. Rank hold IEZ as of Q3 2019.

OneDigital Investment Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 210 iShares US Oil Equipment & Services ETF shares in Q3 2019, an estimated $5K.
OneDigital Investment Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's iShares US Oil Equipment & Services ETF position peaked at $8K in Q2 2018.
50 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.