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Beacon Pointe Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Beacon Pointe 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
2026
Q1 		$12.2M Sell
193,886
-83,209
-30% -$4.88M 0.06% 274
2025
Q4 		$13.9M Buy
+277,095
New +$13.6M 0.1% 193

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
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 Pointe Advisors's IGE Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares North American Natural Resources ETF (IGE) stake by 30% in Q1 2026, selling an estimated $4.88M and leaving 193,886 shares worth $12.2M. The position accounts for 0.06% of the portfolio, ranked #274.

Beacon Pointe Advisors first reported a position in IGE in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.9M in Q4 2025. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

  • Beacon Pointe Advisors held 193,886 shares of iShares North American Natural Resources ETF worth $12.2M as of Q1 2026.
  • Beacon Pointe Advisors sold 83,209 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $4.88M.
  • iShares North American Natural Resources ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q1 2026, its #274 holding.
  • Beacon Pointe Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2025 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's iShares North American Natural Resources ETF position peaked at $13.9M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.