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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 73.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schlumberger Ltd

20.86 57.8 Mil
Energy

Halliburton Co

18.12 50.2 Mil
Energy

TechnipFMC PLC

4.96 13.7 Mil
Energy

Baker Hughes Co Class A

4.82 13.4 Mil
Energy

ChampionX Corp

4.75 13.2 Mil
Energy

Weatherford International PLC Ordinary Shares - New

4.61 12.8 Mil
Energy

NOV Inc

4.55 12.6 Mil
Energy

Noble Corp PLC Class A

3.86 10.7 Mil
Energy

Tidewater Inc

3.25 9.0 Mil
Energy

Valaris Ltd

3.20 8.9 Mil
Energy