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55I LLC’s iShares North American Natural Resources ETF IGE Stock Holding History

55I LLC’s Portfolio IGE Stock Details IGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$983K Buy
28,291
+19,479
+221% +$725K 0.03% 264
2022
Q2 		$317K Buy
+8,812
New +$358K 0.01% 426

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

55I LLC's IGE Position: Q3 2022 in Review

55I LLC increased its iShares North American Natural Resources ETF (IGE) stake by 221% in Q3 2022, buying an estimated $725K and bringing the position to 28,291 shares worth $983K. The position accounts for 0.03% of the portfolio, ranked #264.

55I LLC first reported a position in IGE in Q2 2022 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold IGE as of Q3 2022.

  • 55I LLC held 28,291 shares of iShares North American Natural Resources ETF worth $983K as of Q3 2022.
  • 55I LLC bought 19,479 iShares North American Natural Resources ETF shares in Q3 2022, an estimated $725K.
  • iShares North American Natural Resources ETF made up 0.03% of 55I LLC's portfolio in Q3 2022, its #264 holding.
  • 55I LLC first reported a position in iShares North American Natural Resources ETF in Q2 2022 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.