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

Axa’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
2019
Q4 		– Sell
-8,840
Closed -$257K – 1238
2019
Q3 		$257K Buy
8,840
+320
+4% +$9.42K ﹤0.01% 1212
2019
Q2 		$262K Hold
8,520
– – ﹤0.01% 1192
2019
Q1 		$267K Buy
8,520
+240
+3% +$7.34K ﹤0.01% 1220
2018
Q4 		$225K Hold
8,280
– – ﹤0.01% 1213
2018
Q3 		$297K Buy
8,280
+690
+9% +$24.9K ﹤0.01% 1233
2018
Q2 		$280K Buy
7,590
+300
+4% +$10.8K ﹤0.01% 1248
2018
Q1 		$241K Sell
7,290
-460
-6% -$15.9K ﹤0.01% 1297
2017
Q4 		$275K Buy
7,750
+300
+4% +$10.1K ﹤0.01% 1258
2017
Q3 		$251K Buy
7,450
+290
+4% +$9.31K ﹤0.01% 1238
2017
Q2 		$227K Sell
7,160
-1,620
-18% -$53.2K ﹤0.01% 1185
2017
Q1 		$301K Buy
8,780
+430
+5% +$15.1K ﹤0.01% 1159
2016
Q4 		$300K Buy
8,350
+1,000
+14% +$34.8K ﹤0.01% 1146
2016
Q3 		$253K Hold
7,350
– – ﹤0.01% 1128
2016
Q2 		$244K Sell
7,350
-2,080
-22% -$66.5K ﹤0.01% 1137
2016
Q1 		$280K Buy
9,430
+820
+10% +$22.3K ﹤0.01% 1101
2015
Q4 		$242K Buy
8,610
+500
+6% +$15.5K ﹤0.01% 1149
2015
Q3 		$236K Buy
8,110
+470
+6% +$15.1K ﹤0.01% 1188
2015
Q2 		$277K Sell
7,640
-610
-7% -$23.6K ﹤0.01% 1180
2015
Q1 		$310K Buy
8,250
+600
+8% +$22.6K ﹤0.01% 1192
2014
Q4 		$293K Buy
7,650
+1,160
+18% +$47K ﹤0.01% 1212
2014
Q3 		$290K Hold
6,490
– – ﹤0.01% 1176
2014
Q2 		$324K Hold
6,490
– – ﹤0.01% 1161
2014
Q1 		$288K Buy
6,490
+250
+4% +$10.7K ﹤0.01% 1164
2013
Q4 		$271K Buy
+6,240
New +$266K ﹤0.01% 1172

Other funds holding IGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Axa's IGE Position: Q4 2019 in Review

Axa sold out of iShares North American Natural Resources ETF (IGE) in Q4 2019, closing a stake of 8,840 shares — an estimated $257K sold.

Axa first reported a position in IGE in Q4 2013 and held it in 24 quarters. The position peaked at $324K in Q2 2014. 132 funds tracked by Wall St. Rank hold IGE as of Q4 2019.

  • Axa reported no remaining iShares North American Natural Resources ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 8,840 iShares North American Natural Resources ETF shares in Q4 2019, an estimated $257K.
  • Axa first reported a position in iShares North American Natural Resources ETF in Q4 2013 and held it in 24 quarters.
  • Axa's iShares North American Natural Resources ETF position peaked at $324K in Q2 2014.
  • 132 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.