Beacon Financial Advisory’s iShares North American Natural Resources ETF IGE Stock Holding History

Beacon Financial Advisory’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
2026 Q1	$271K	Buy	4,309 +6	+0.1%	+$352	0.06%	323
2025 Q4	$216K	Sell	4,303 -342	-7%	-$16.8K	0.05%	357
2025 Q3	$228K	Buy	4,645 +9	+0.2%	+$418	0.05%	342
2025 Q2	$205K	Buy	4,636 +95	+2%	+$4.07K	0.05%	338
2025 Q1	$206K	Sell	4,541 -464	-9%	-$20.7K	0.06%	313
2024 Q4	$214K	Sell	5,005 -755	-13%	-$34.2K	0.07%	278
2024 Q3	$254K	Buy	5,760 +18	+0.3%	+$793	0.09%	248
2024 Q2	$253K	Sell	5,742 -165	-3%	-$7.41K	0.09%	238
2024 Q1	$266K	Sell	5,907 -846	-13%	-$34.7K	0.13%	194
2023 Q4	$275K	Sell	6,753 -432	-6%	-$17.5K	0.13%	198
2023 Q3	$299K	Sell	7,185 -305	-4%	-$12.6K	0.17%	168
2023 Q2	$291K	Buy	7,490 +15	+0.2%	+$580	0.17%	167
2023 Q1	$293K	Sell	7,475 -310	-4%	-$12.5K	0.19%	153
2022 Q4	$317K	Sell	7,785 -1,005	-11%	-$40.8K	0.23%	138
2022 Q3	$306K	Sell	8,790 -653	-7%	-$24.3K	0.22%	142
2022 Q2	$340K	Buy	9,443 +1,559	+20%	+$63.3K	0.19%	151
2022 Q1	$319K	Buy	7,884 +4	+0.1%	+$147	0.15%	167
2021 Q4	$248K	Sell	7,880 -129	-2%	-$4.07K	0.11%	206
2021 Q3	$235K	Sell	8,009 -150	-2%	-$4.31K	0.12%	203
2021 Q2	$248K	Sell	8,159 -5,382	-40%	-$161K	0.13%	191
2021 Q1	$373K	Sell	13,541 -8,137	-38%	-$215K	0.21%	137
2020 Q4	$504K	Buy	21,678 +503	+2%	+$11K	0.33%	96
2020 Q3	$419K	Sell	21,175 -3,194	-13%	-$69.5K	0.36%	95
2020 Q2	$528K	Buy	24,369 +318	+1%	+$6.62K	0.57%	49
2020 Q1	$399K	Sell	24,051 -1,890	-7%	-$46.8K	0.51%	64
2019 Q4	$780K	Buy	+25,941	New	+$757K	0.67%	43

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

Beacon Financial Advisory's IGE Position: Q1 2026 in Review

Beacon Financial Advisory increased its iShares North American Natural Resources ETF (IGE) stake by 0.14% in Q1 2026, buying an estimated $352 and bringing the position to 4,309 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #323.

Beacon Financial Advisory first reported a position in IGE in Q4 2019 and has held it in 26 quarters since. The position peaked at $780K in Q4 2019. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Beacon Financial Advisory held 4,309 shares of iShares North American Natural Resources ETF worth $271K as of Q1 2026.
Beacon Financial Advisory bought 6 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $352.
iShares North American Natural Resources ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #323 holding.
Beacon Financial Advisory first reported a position in iShares North American Natural Resources ETF in Q4 2019 and has held it in 26 quarters since.
Beacon Financial Advisory's iShares North American Natural Resources ETF position peaked at $780K in Q4 2019.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.