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World Investment Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

World Investment 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
2023
Q4 		– Sell
-20,382
Closed -$491K – 387
2023
Q3 		$491K Buy
+20,382
New +$482K 0.1% 146

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

World Investment Advisors's IEZ Position: Q4 2023 in Review

World Investment Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2023, closing a stake of 20,382 shares — an estimated $491K sold.

World Investment Advisors first reported a position in IEZ in Q3 2023 and held it in 1 quarter. The position peaked at $491K in Q3 2023. 96 funds tracked by Wall St. Rank hold IEZ as of Q4 2023.

  • World Investment Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2023 after selling out during the quarter.
  • World Investment Advisors sold 20,382 iShares US Oil Equipment & Services ETF shares in Q4 2023, an estimated $491K.
  • World Investment Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q3 2023 and held it in 1 quarter.
  • World Investment Advisors's iShares US Oil Equipment & Services ETF position peaked at $491K in Q3 2023.
  • 96 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2023.

Based on World Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.