Cape Investment Advisory’s iShares North American Natural Resources ETF IGE Stock Holding History

Cape Investment Advisory’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	–	Sell	-16	Closed	-$803	–	661
2025 Q4	$803	Buy	+16	New	+$784	﹤0.01%	1212

Other funds holding IGE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $617B AUM 30.33% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Cape Investment Advisory's IGE Position: Q1 2026 in Review

Cape Investment Advisory sold out of iShares North American Natural Resources ETF (IGE) in Q1 2026, closing a stake of 16 shares — an estimated $803 sold.

Cape Investment Advisory first reported a position in IGE in Q4 2025 and held it in 1 quarter. The position peaked at $803 in Q4 2025. 174 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Cape Investment Advisory reported no remaining iShares North American Natural Resources ETF position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 16 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $803.
Cape Investment Advisory first reported a position in iShares North American Natural Resources ETF in Q4 2025 and held it in 1 quarter.
Cape Investment Advisory's iShares North American Natural Resources ETF position peaked at $803 in Q4 2025.
174 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.