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

Bison Wealth’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
2021
Q4 		– Sell
-50
Closed -$1K – 402
2021
Q3 		$1K Hold
50
– – ﹤0.01% 470
2021
Q2 		$2K Sell
50
-77
-61% -$2.3K ﹤0.01% 450
2021
Q1 		$4K Hold
127
– – ﹤0.01% 445
2020
Q4 		$3K Hold
127
– – ﹤0.01% 395
2020
Q3 		$3K Hold
127
– – ﹤0.01% 347
2020
Q2 		$3K Buy
+127
New +$2.64K ﹤0.01% 335

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Bison Wealth's IGE Position: Q4 2021 in Review

Bison Wealth sold out of iShares North American Natural Resources ETF (IGE) in Q4 2021, closing a stake of 50 shares — an estimated $1K sold.

Bison Wealth first reported a position in IGE in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 111 funds tracked by Wall St. Rank hold IGE as of Q4 2021.

  • Bison Wealth reported no remaining iShares North American Natural Resources ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 50 iShares North American Natural Resources ETF shares in Q4 2021, an estimated $1K.
  • Bison Wealth first reported a position in iShares North American Natural Resources ETF in Q2 2020 and held it in 6 quarters.
  • Bison Wealth's iShares North American Natural Resources ETF position peaked at $4K in Q1 2021.
  • 111 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.