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Teamwork Financial Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Teamwork Financial 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
2021
Q2 		– Sell
-87,910
Closed -$1.18M – 252
2021
Q1 		$1.18M Buy
+87,910
New +$1.18M 0.28% 73
2020
Q3 		– Sell
-110,148
Closed -$948K – 194
2020
Q2 		$948K Buy
+110,148
New +$884K 0.34% 75

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Teamwork Financial Advisors's IEZ Position: Q2 2021 in Review

Teamwork Financial Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2021, closing a stake of 87,910 shares — an estimated $1.18M sold.

Teamwork Financial Advisors first reported a position in IEZ in Q2 2020 and held it in 2 quarters. The position peaked at $1.18M in Q1 2021. 53 funds tracked by Wall St. Rank hold IEZ as of Q2 2021.

  • Teamwork Financial Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2021 after selling out during the quarter.
  • Teamwork Financial Advisors sold 87,910 iShares US Oil Equipment & Services ETF shares in Q2 2021, an estimated $1.18M.
  • Teamwork Financial Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q2 2020 and held it in 2 quarters.
  • Teamwork Financial Advisors's iShares US Oil Equipment & Services ETF position peaked at $1.18M in Q1 2021.
  • 53 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2021.

Based on Teamwork Financial Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.