B. Riley Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

B. Riley 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 Q1	–	Sell	-5,666	Closed	-$230K	–	1571
2022 Q4	$230K	Buy	+5,666	New	+$230K	0.01%	1173
2015 Q1	–	Sell	-1,261	Closed	-$48	–	1234
2014 Q4	$48	Buy	+1,261	New	+$51.1K	﹤0.01%	2116
2014 Q3	–	Sell	-255	Closed	-$12.8K	–	1235
2014 Q2	$12.8K	Buy	+255	New	+$11.9K	﹤0.01%	1676
2013 Q3	–	Sell	-7,546	Closed	-$289K	–	704
2013 Q2	$289K	Buy	+7,546	New	+$298K	0.1%	236

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

TFF

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

B. Riley Wealth Advisors's IGE Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q1 2023, closing a stake of 5,666 shares — an estimated $230K sold.

B. Riley Wealth Advisors first reported a position in IGE in Q2 2013 and held it in 4 quarters. The position peaked at $289K in Q2 2013. 152 funds tracked by Wall St. Rank hold IGE as of Q1 2023.

B. Riley Wealth Advisors reported no remaining iShares North American Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,666 iShares North American Natural Resources ETF shares in Q1 2023, an estimated $230K.
B. Riley Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 4 quarters.
B. Riley Wealth Advisors's iShares North American Natural Resources ETF position peaked at $289K in Q2 2013.
152 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.