AFWM
IGE icon

AMJ Financial Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

AMJ Financial Wealth Management’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
Q3 		– Sell
-27,306
Closed -$831K – 96
2021
Q2 		$831K Buy
+27,306
New +$816K 0.36% 51

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AMJ Financial Wealth Management's IGE Position: Q3 2021 in Review

AMJ Financial Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q3 2021, closing a stake of 27,306 shares — an estimated $831K sold.

AMJ Financial Wealth Management first reported a position in IGE in Q2 2021 and held it in 1 quarter. The position peaked at $831K in Q2 2021. 110 funds tracked by Wall St. Rank hold IGE as of Q3 2021.

  • AMJ Financial Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q3 2021 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 27,306 iShares North American Natural Resources ETF shares in Q3 2021, an estimated $831K.
  • AMJ Financial Wealth Management first reported a position in iShares North American Natural Resources ETF in Q2 2021 and held it in 1 quarter.
  • AMJ Financial Wealth Management's iShares North American Natural Resources ETF position peaked at $831K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2021.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.