Bedel Financial Consulting’s iShares North American Natural Resources ETF IGE Stock Holding History

Bedel Financial Consulting’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
2020 Q1	–	Sell	-94	Closed	-$3K	–	861
2019 Q4	$3K	Hold	94	–	–	﹤0.01%	640
2019 Q3	$3K	Buy	94 +10	+12%	+$294	﹤0.01%	617
2019 Q2	$3K	Hold	84	–	–	﹤0.01%	614
2019 Q1	$3K	Hold	84	–	–	﹤0.01%	611
2018 Q4	$2K	Sell	84 -9	-10%	-$284	﹤0.01%	612
2018 Q3	$3K	Sell	93 -1,283	-93%	-$46.3K	﹤0.01%	593
2018 Q2	$51K	Hold	1,376	–	–	0.04%	266
2018 Q1	$46K	Buy	+1,376	New	+$47.6K	0.04%	273

Other funds holding IGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

SFG

Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Bedel Financial Consulting's IGE Position: Q1 2020 in Review

Bedel Financial Consulting sold out of iShares North American Natural Resources ETF (IGE) in Q1 2020, closing a stake of 94 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in IGE in Q1 2018 and held it in 8 quarters. The position peaked at $51K in Q2 2018. 113 funds tracked by Wall St. Rank hold IGE as of Q1 2020.

Bedel Financial Consulting reported no remaining iShares North American Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
Bedel Financial Consulting sold 94 iShares North American Natural Resources ETF shares in Q1 2020, an estimated $3K.
Bedel Financial Consulting first reported a position in iShares North American Natural Resources ETF in Q1 2018 and held it in 8 quarters.
Bedel Financial Consulting's iShares North American Natural Resources ETF position peaked at $51K in Q2 2018.
113 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2020.

Based on Bedel Financial Consulting's 13F filing for Q1 2020, filed 6 May 2020.