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

WealthOne’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
-35,363
Closed -$474K – 132
2021
Q1 		$474K Buy
+35,363
New +$475K 0.2% 70

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $981M AUM 15.07% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 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 $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthOne's IEZ Position: Q2 2021 in Review

WealthOne sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2021, closing a stake of 35,363 shares — an estimated $474K sold.

WealthOne first reported a position in IEZ in Q1 2021 and held it in 1 quarter. The position peaked at $474K in Q1 2021. 53 funds tracked by Wall St. Rank hold IEZ as of Q2 2021.

  • WealthOne reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2021 after selling out during the quarter.
  • WealthOne sold 35,363 iShares US Oil Equipment & Services ETF shares in Q2 2021, an estimated $474K.
  • WealthOne first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 1 quarter.
  • WealthOne's iShares US Oil Equipment & Services ETF position peaked at $474K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2021.

Based on WealthOne's 13F filing for Q2 2021, filed 26 Jul 2021.