Stearns Financial Services Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Stearns Financial Services Group’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
2020 Q3	$86K	Hold	11,876	–	–	0.01%	162
2020 Q2	$102K	Buy	+11,876	New	+$95.3K	0.02%	143

Other funds holding IEZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FBA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Stearns Financial Services Group's IEZ Position: Q3 2020 in Review

Stearns Financial Services Group held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q3 2020 at 11,876 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #162.

Stearns Financial Services Group first reported a position in IEZ in Q2 2020 and has held it in 2 quarters since. The position peaked at $102K in Q2 2020. 37 funds tracked by Wall St. Rank hold IEZ as of Q3 2020.

Stearns Financial Services Group held 11,876 shares of iShares US Oil Equipment & Services ETF worth $86K as of Q3 2020.
Stearns Financial Services Group left its iShares US Oil Equipment & Services ETF share count unchanged in Q3 2020.
iShares US Oil Equipment & Services ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #162 holding.
Stearns Financial Services Group first reported a position in iShares US Oil Equipment & Services ETF in Q2 2020 and has held it in 2 quarters since.
Stearns Financial Services Group's iShares US Oil Equipment & Services ETF position peaked at $102K in Q2 2020.
37 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.