Calton & Associates’s iShares North American Natural Resources ETF IGE Stock Holding History

Calton & Associates’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
2022 Q2	–	Sell	-17,399	Closed	-$703K	–	296
2022 Q1	$703K	Buy	+17,399	New	+$638K	0.21%	129
2018 Q1	–	Sell	-500	Closed	-$18K	–	780
2017 Q4	$18K	Buy	+500	New	+$16.8K	﹤0.01%	908

Other funds holding IGE

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Calton & Associates's IGE Position: Q2 2022 in Review

Calton & Associates sold out of iShares North American Natural Resources ETF (IGE) in Q2 2022, closing a stake of 17,399 shares — an estimated $703K sold.

Calton & Associates first reported a position in IGE in Q4 2017 and held it in 2 quarters. The position peaked at $703K in Q1 2022. 153 funds tracked by Wall St. Rank hold IGE as of Q2 2022.

Calton & Associates reported no remaining iShares North American Natural Resources ETF position as of Q2 2022 after selling out during the quarter.
Calton & Associates sold 17,399 iShares North American Natural Resources ETF shares in Q2 2022, an estimated $703K.
Calton & Associates first reported a position in iShares North American Natural Resources ETF in Q4 2017 and held it in 2 quarters.
Calton & Associates's iShares North American Natural Resources ETF position peaked at $703K in Q1 2022.
153 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2022.

Based on Calton & Associates's 13F filing for Q2 2022, filed 12 Jul 2022.