IEZiShares U.S. Oil Equipment & Services ETF
IEZ Fund Description
IEZ tracks a market-cap-weighted index of domestic companies that are suppliers of equipment or services to oil fields and offshore platforms.
IEZ Factset Analytics Insight
IEZ strays far from the neutral exposure of the oil & gas drilling & exploration market, instead opting for a narrower approach to the oil segment. The fund tracks a Dow Jones index that all but ignores the oil and gas transportation industry, but digs deep into the suppliers of equipment and services to oil fields and offshore platforms, such as drilling, exploration, seismic-information services and platform construction. It's also a fairly concentrated fund, with its top holdings comprising the majority of IEZ's total portfolio. IEZ selects and weights its constituents by market cap, with a cap of 22.5% per stock, while the aggregate weight of companies with greater than 4.5% are capped at 45% of the fund’s value. The index is rebalanced quarterly.
IEZ Portfolio Data
IEZ Index Data
IEZ Portfolio Management
IEZ Tax Exposures
IEZ Fund Structure
IEZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IEZ. IEZ is rated a 5 out of 5.
IEZ Sector/Industry Breakdown
IEZ Economic Development
IEZ Performance Statistics
IEZ Benchmark Comparison Summary
IEZ Benchmark Comparison Market Cap Size