Advisornet Financial’s iShares North American Natural Resources ETF IGE Stock Holding History

Advisornet Financial’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
2021 Q4	–	Sell	-162	Closed	-$5K	–	2086
2021 Q3	$5K	Hold	162	–	–	﹤0.01%	1616
2021 Q2	$5K	Buy	162 +3	+2%	+$90	﹤0.01%	1564
2021 Q1	$4K	Hold	159	–	–	﹤0.01%	1547
2020 Q4	$4K	Buy	159 +1	+0.6%	+$22	﹤0.01%	1475
2020 Q3	$3K	Buy	158 +2	+1%	+$44	﹤0.01%	1498
2020 Q2	$3K	Buy	156 +3	+2%	+$62	﹤0.01%	1531
2020 Q1	$3K	Hold	153	–	–	﹤0.01%	1517
2019 Q4	$5K	Buy	153 +6	+4%	+$175	﹤0.01%	1540
2019 Q3	$4K	Hold	147	–	–	﹤0.01%	1593
2019 Q2	$5K	Buy	147 +1	+0.7%	+$31	﹤0.01%	1389
2019 Q1	$5K	Buy	146 +1	+0.7%	+$31	﹤0.01%	1320
2018 Q4	$4K	Buy	145 +2	+1%	+$63	﹤0.01%	1269
2018 Q3	$5K	Buy	143 +1	+0.7%	+$36	﹤0.01%	1278
2018 Q2	$5K	Hold	142	–	–	﹤0.01%	1280
2018 Q1	$5K	Hold	142	–	–	﹤0.01%	1214
2017 Q4	$5K	Buy	+142	New	+$4.78K	﹤0.01%	1110

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Advisornet Financial's IGE Position: Q4 2021 in Review

Advisornet Financial sold out of iShares North American Natural Resources ETF (IGE) in Q4 2021, closing a stake of 162 shares — an estimated $5K sold.

Advisornet Financial first reported a position in IGE in Q4 2017 and held it in 16 quarters. The position peaked at $5K in Q3 2021. 111 funds tracked by Wall St. Rank hold IGE as of Q4 2021.

Advisornet Financial reported no remaining iShares North American Natural Resources ETF position as of Q4 2021 after selling out during the quarter.
Advisornet Financial sold 162 iShares North American Natural Resources ETF shares in Q4 2021, an estimated $5K.
Advisornet Financial first reported a position in iShares North American Natural Resources ETF in Q4 2017 and held it in 16 quarters.
Advisornet Financial's iShares North American Natural Resources ETF position peaked at $5K in Q3 2021.
111 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2021.

Based on Advisornet Financial's 13F filing for Q4 2021, filed 19 Jan 2022.