Sterling Investment Advisors (Missouri)’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Sterling Investment Advisors (Missouri)’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
2024 Q1	–	Sell	-9,611	Closed	-$211K	–	34
2023 Q4	$211K	Buy	9,611 +55	+0.6%	+$1.23K	0.13%	31
2023 Q3	$230K	Buy	+9,556	New	+$226K	0.15%	31
2023 Q1	–	Sell	-9,516	Closed	-$202K	–	29
2022 Q4	$202K	Buy	+9,516	New	+$188K	0.14%	27

Other funds holding IEZ

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s IEZ Position: Q1 2024 in Review

Sterling Investment Advisors (Missouri) sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2024, closing a stake of 9,611 shares — an estimated $211K sold.

Sterling Investment Advisors (Missouri) first reported a position in IEZ in Q4 2022 and held it in 3 quarters. The position peaked at $230K in Q3 2023. 89 funds tracked by Wall St. Rank hold IEZ as of Q1 2024.

Sterling Investment Advisors (Missouri) reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2024 after selling out during the quarter.
Sterling Investment Advisors (Missouri) sold 9,611 iShares US Oil Equipment & Services ETF shares in Q1 2024, an estimated $211K.
Sterling Investment Advisors (Missouri) first reported a position in iShares US Oil Equipment & Services ETF in Q4 2022 and held it in 3 quarters.
Sterling Investment Advisors (Missouri)'s iShares US Oil Equipment & Services ETF position peaked at $230K in Q3 2023.
89 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2024.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q1 2024, filed 11 Apr 2024.