AWA
IGE icon

Arete Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Arete Wealth Advisors’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
2023
Q4 		– Sell
-12,052
Closed -$501K – 759
2023
Q3 		$501K Buy
+12,052
New +$497K 0.09% 238

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Arete Wealth Advisors's IGE Position: Q4 2023 in Review

Arete Wealth Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q4 2023, closing a stake of 12,052 shares — an estimated $501K sold.

Arete Wealth Advisors first reported a position in IGE in Q3 2023 and held it in 1 quarter. The position peaked at $501K in Q3 2023. 142 funds tracked by Wall St. Rank hold IGE as of Q4 2023.

  • Arete Wealth Advisors reported no remaining iShares North American Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,052 iShares North American Natural Resources ETF shares in Q4 2023, an estimated $501K.
  • Arete Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q3 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's iShares North American Natural Resources ETF position peaked at $501K in Q3 2023.
  • 142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.