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

Sage Mountain 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
2022
Q1 		– Sell
-600
Closed -$8K – 664
2021
Q4 		$8K Hold
600
– – ﹤0.01% 674
2021
Q3 		$8K Hold
600
– – ﹤0.01% 568
2021
Q2 		$9K Hold
600
– – ﹤0.01% 517
2021
Q1 		$8K Buy
+600
New +$8.07K ﹤0.01% 451

Other funds holding IEZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sage Mountain Advisors's IEZ Position: Q1 2022 in Review

Sage Mountain Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2022, closing a stake of 600 shares — an estimated $8K sold.

Sage Mountain Advisors first reported a position in IEZ in Q1 2021 and held it in 4 quarters. The position peaked at $9K in Q2 2021. 63 funds tracked by Wall St. Rank hold IEZ as of Q1 2022.

  • Sage Mountain Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 600 iShares US Oil Equipment & Services ETF shares in Q1 2022, an estimated $8K.
  • Sage Mountain Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 4 quarters.
  • Sage Mountain Advisors's iShares US Oil Equipment & Services ETF position peaked at $9K in Q2 2021.
  • 63 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2022.

Based on Sage Mountain Advisors's 13F filing for Q1 2022, filed 10 May 2022.