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

Avion Wealth’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
Q2 		– Sell
-176
Closed -$5K – 392
2021
Q1 		$5K Hold
176
– – ﹤0.01% 262
2020
Q4 		$4K Hold
176
– – ﹤0.01% 290
2020
Q3 		$3K Hold
176
– – ﹤0.01% 255
2020
Q2 		$4K Sell
176
-144
-45% -$3K ﹤0.01% 213
2020
Q1 		$5K Buy
+320
New +$7.92K ﹤0.01% 207

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
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
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Avion Wealth's IGE Position: Q2 2021 in Review

Avion Wealth sold out of iShares North American Natural Resources ETF (IGE) in Q2 2021, closing a stake of 176 shares — an estimated $5K sold.

Avion Wealth first reported a position in IGE in Q1 2020 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 117 funds tracked by Wall St. Rank hold IGE as of Q2 2021.

  • Avion Wealth reported no remaining iShares North American Natural Resources ETF position as of Q2 2021 after selling out during the quarter.
  • Avion Wealth sold 176 iShares North American Natural Resources ETF shares in Q2 2021, an estimated $5K.
  • Avion Wealth first reported a position in iShares North American Natural Resources ETF in Q1 2020 and held it in 5 quarters.
  • Avion Wealth's iShares North American Natural Resources ETF position peaked at $5K in Q1 2021.
  • 117 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2021.

Based on Avion Wealth's 13F filing for Q2 2021, filed 27 Jul 2021.