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TFO Wealth Partners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-30
Closed – – 115
2020
Q3 		$0 Buy
+30
New +$266 ﹤0.01% 168

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TFO Wealth Partners's IEZ Position: Q4 2020 in Review

TFO Wealth Partners sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2020, closing a stake of 30 shares.

TFO Wealth Partners first reported a position in IEZ in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 36 funds tracked by Wall St. Rank hold IEZ as of Q4 2020.

  • TFO Wealth Partners reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 30 iShares US Oil Equipment & Services ETF shares in Q4 2020.
  • TFO Wealth Partners first reported a position in iShares US Oil Equipment & Services ETF in Q3 2020 and held it in 1 quarter.
  • TFO Wealth Partners's iShares US Oil Equipment & Services ETF position peaked at $0 in Q3 2020.
  • 36 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2020.

Based on TFO Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.