Thrivent Financial for Lutherans
IEZ icon

Thrivent Financial for Lutherans’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Thrivent Financial for Lutherans’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
2017
Q4 		– Sell
-57
Closed -$2K – 2153
2017
Q3 		$2K Buy
+57
New +$1.87K ﹤0.01% 2289
2016
Q2 		– Sell
-350
Closed -$12K – 2031
2016
Q1 		$12K Sell
350
-100
-22% -$3.29K ﹤0.01% 1926
2015
Q4 		$16K Sell
450
-660
-59% -$26.1K ﹤0.01% 1899
2015
Q3 		$47K Hold
1,110
– – ﹤0.01% 1731
2015
Q2 		$50K Sell
1,110
-4,918
-82% -$251K ﹤0.01% 1715
2015
Q1 		$296K Hold
6,028
– – ﹤0.01% 1394
2014
Q4 		$289K Buy
6,028
+1,800
+43% +$101K ﹤0.01% 1402
2014
Q3 		$267K Hold
4,228
– – ﹤0.01% 1429
2014
Q2 		$328K Buy
+4,228
New +$301K ﹤0.01% 1351
2014
Q1 		– Sell
-3,328
Closed -$215K – 1567
2013
Q4 		$215K Buy
+3,328
New +$216K ﹤0.01% 1457

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thrivent Financial for Lutherans's IEZ Position: Q4 2017 in Review

Thrivent Financial for Lutherans sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2017, closing a stake of 57 shares — an estimated $2K sold.

Thrivent Financial for Lutherans first reported a position in IEZ in Q4 2013 and held it in 10 quarters. The position peaked at $328K in Q2 2014. 65 funds tracked by Wall St. Rank hold IEZ as of Q4 2017.

  • Thrivent Financial for Lutherans reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2017 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 57 iShares US Oil Equipment & Services ETF shares in Q4 2017, an estimated $2K.
  • Thrivent Financial for Lutherans first reported a position in iShares US Oil Equipment & Services ETF in Q4 2013 and held it in 10 quarters.
  • Thrivent Financial for Lutherans's iShares US Oil Equipment & Services ETF position peaked at $328K in Q2 2014.
  • 65 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2017.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2017, filed 14 Feb 2018.