Morningstar

iShares U.S. Oil Equipment & Services ETF IEZ

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

Morningstar’s Analysis IEZ

Will IEZ outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares US Oil Equipment & Services ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 73.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SLB Ltd

22.90 78M
Energy

Baker Hughes Co Class A

21.36 73M
Energy

Halliburton Co

4.70 16M
Energy

TechnipFMC PLC

4.45 15M
Energy

NOV Inc

3.80 13M
Energy

Transocean Ltd

3.50 12M
Energy

Valaris Ltd

3.45 12M
Energy

Weatherford International PLC Ordinary Shares - New

3.38 11M
Energy

Noble Corp PLC Class A

3.22 11M
Energy

Archrock Inc

2.77 9M
Energy

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