Bard Financial Services’s iShares North American Natural Resources ETF IGE Stock Holding History

Bard Financial Services’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 Q3	–	Sell	-5,255	Closed	-$204K	–	261
2023 Q2	$204K	Hold	5,255	–	–	0.02%	299
2023 Q1	$206K	Hold	5,255	–	–	0.02%	298
2022 Q4	$214K	Buy	+5,255	New	+$213K	0.02%	276
2022 Q2	–	Sell	-5,505	Closed	-$223K	–	297
2022 Q1	$223K	Buy	+5,505	New	+$202K	0.02%	267

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

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

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Bard Financial Services's IGE Position: Q3 2023 in Review

Bard Financial Services sold out of iShares North American Natural Resources ETF (IGE) in Q3 2023, closing a stake of 5,255 shares — an estimated $204K sold.

Bard Financial Services first reported a position in IGE in Q1 2022 and held it in 4 quarters. The position peaked at $223K in Q1 2022. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2023.

Bard Financial Services reported no remaining iShares North American Natural Resources ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 5,255 iShares North American Natural Resources ETF shares in Q3 2023, an estimated $204K.
Bard Financial Services first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 4 quarters.
Bard Financial Services's iShares North American Natural Resources ETF position peaked at $223K in Q1 2022.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.