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

Baystate Wealth Management’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	$1.69K	Buy	41 +1	+3%	+$40	﹤0.01%	1093
2023 Q3	$1.7K	Hold	40	–	–	﹤0.01%	826
2023 Q2	$1.59K	Hold	40	–	–	﹤0.01%	878
2023 Q1	$1.59K	Hold	40	–	–	﹤0.01%	867
2022 Q4	$2K	Buy	+40	New	+$1.62K	﹤0.01%	794
2019 Q2	–	Sell	-77	Closed	-$2K	–	656
2019 Q1	$2K	Buy	+77	New	+$2.35K	﹤0.01%	507

Other funds holding IGE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Baystate Wealth Management's IGE Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares North American Natural Resources ETF (IGE) stake by 2.5% in Q4 2023, buying an estimated $40 and bringing the position to 41 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Baystate Wealth Management first reported a position in IGE in Q1 2019 and has held it in 6 quarters since. The position peaked at $2K in Q4 2022. 142 funds tracked by Wall St. Rank hold IGE as of Q4 2023.

Baystate Wealth Management held 41 shares of iShares North American Natural Resources ETF worth $1.69K as of Q4 2023.
Baystate Wealth Management bought 1 iShares North American Natural Resources ETF share in Q4 2023, an estimated $40.
iShares North American Natural Resources ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1093 holding.
Baystate Wealth Management first reported a position in iShares North American Natural Resources ETF in Q1 2019 and has held it in 6 quarters since.
Baystate Wealth Management's iShares North American Natural Resources ETF position peaked at $2K in Q4 2022.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.