ViaWealth’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

ViaWealth’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
2023 Q2	–	Sell	-12,095	Closed	-$234K	–	153
2023 Q1	$234K	Sell	12,095 -395	-3%	-$8.42K	0.19%	138
2022 Q4	$272K	Buy	+12,490	New	+$246K	0.22%	130

Other funds holding IEZ

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

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

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

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IFG

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

ViaWealth's IEZ Position: Q2 2023 in Review

ViaWealth sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2023, closing a stake of 12,095 shares — an estimated $234K sold.

ViaWealth first reported a position in IEZ in Q4 2022 and held it in 2 quarters. The position peaked at $272K in Q4 2022. 64 funds tracked by Wall St. Rank hold IEZ as of Q2 2023.

ViaWealth reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2023 after selling out during the quarter.
ViaWealth sold 12,095 iShares US Oil Equipment & Services ETF shares in Q2 2023, an estimated $234K.
ViaWealth first reported a position in iShares US Oil Equipment & Services ETF in Q4 2022 and held it in 2 quarters.
ViaWealth's iShares US Oil Equipment & Services ETF position peaked at $272K in Q4 2022.
64 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2023.

Based on ViaWealth's 13F filing for Q2 2023, filed 10 Aug 2023.