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Advisor OS’s iShares North American Natural Resources ETF IGE Stock Holding History

Advisor OS’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
Q1 		– Sell
-6,717
Closed -$211K – 220
2021
Q4 		$211K Buy
+6,717
New +$212K 0.04% 234
2021
Q3 		– Sell
-66,156
Closed -$2.01M – 227
2021
Q2 		$2.01M Buy
66,156
+6,350
+11% +$190K 0.42% 46
2021
Q1 		$1.65M Buy
+59,806
New +$1.58M 0.37% 50

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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisor OS's IGE Position: Q1 2022 in Review

Advisor OS sold out of iShares North American Natural Resources ETF (IGE) in Q1 2022, closing a stake of 6,717 shares — an estimated $211K sold.

Advisor OS first reported a position in IGE in Q1 2021 and held it in 3 quarters. The position peaked at $2.01M in Q2 2021. 140 funds tracked by Wall St. Rank hold IGE as of Q1 2022.

  • Advisor OS reported no remaining iShares North American Natural Resources ETF position as of Q1 2022 after selling out during the quarter.
  • Advisor OS sold 6,717 iShares North American Natural Resources ETF shares in Q1 2022, an estimated $211K.
  • Advisor OS first reported a position in iShares North American Natural Resources ETF in Q1 2021 and held it in 3 quarters.
  • Advisor OS's iShares North American Natural Resources ETF position peaked at $2.01M in Q2 2021.
  • 140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2022.

Based on Advisor OS's 13F filing for Q1 2022, filed 11 May 2022.