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Morningstar

iShares US Oil Equipment & Services ETF IEZ

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IEZ

Will IEZ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IEZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IEZ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IEZ’s parent organization’s priorities and whether they’re in line with investors’ interests.

iShares US Oil Equipment& Services ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IEZ

More IEZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schlumberger Ltd

22.63 38.5 Mil
Energy

Baker Hughes Co Class A

17.47 29.7 Mil
Energy

Halliburton Co

5.09 8.7 Mil
Energy

TechnipFMC PLC

4.78 8.1 Mil
Energy

ChampionX Corp

4.34 7.4 Mil
Energy

NOV Inc

4.34 7.4 Mil
Energy

Weatherford International PLC Ordinary Shares - New

4.28 7.3 Mil
Energy

Noble Corp PLC Class A

3.60 6.1 Mil
Energy

Valaris Ltd

3.33 5.7 Mil
Energy

Tidewater Inc

3.25 5.5 Mil
Energy