Brinker Capital Investments’s iShares North American Natural Resources ETF IGE Stock Holding History

Brinker Capital Investments’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	$509K	Hold	8,084	–	–	﹤0.01%	1446
2025 Q4	$406K	Sell	8,084 -39	-0.5%	-$1.91K	﹤0.01%	1677
2025 Q3	$398K	Buy	+8,123	New	+$378K	﹤0.01%	1640
2019 Q3	–	Sell	-2,126	Closed	-$65K	–	852
2019 Q2	$65K	Buy	+2,126	New	+$65K	﹤0.01%	562
2018 Q2	–	Sell	-82	Closed	-$3K	–	623
2018 Q1	$3K	Buy	+82	New	+$2.83K	﹤0.01%	498

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

Brinker Capital Investments's IGE Position: Q1 2026 in Review

Brinker Capital Investments held its iShares North American Natural Resources ETF (IGE) position steady in Q1 2026 at 8,084 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Brinker Capital Investments first reported a position in IGE in Q1 2018 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Brinker Capital Investments held 8,084 shares of iShares North American Natural Resources ETF worth $509K as of Q1 2026.
Brinker Capital Investments left its iShares North American Natural Resources ETF share count unchanged in Q1 2026.
iShares North American Natural Resources ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1446 holding.
Brinker Capital Investments first reported a position in iShares North American Natural Resources ETF in Q1 2018 and has held it in 5 quarters since.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.