Capital CS Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Capital CS Group’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
2023 Q2	–	Sell	-40,257	Closed	-$1.58M	–	89
2023 Q1	$1.58M	Sell	40,257 -3,992	-9%	-$161K	1.49%	3
2022 Q4	$1.8M	Buy	44,249 +2,576	+6%	+$105K	1.99%	3
2022 Q3	$1.45M	Buy	+41,673	New	+$1.55M	1.56%	8

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital CS Group's IGE Position: Q2 2023 in Review

Capital CS Group sold out of iShares North American Natural Resources ETF (IGE) in Q2 2023, closing a stake of 40,257 shares — an estimated $1.58M sold.

Capital CS Group first reported a position in IGE in Q3 2022 and held it in 3 quarters. The position peaked at $1.8M in Q4 2022. 142 funds tracked by Wall St. Rank hold IGE as of Q2 2023.

Capital CS Group reported no remaining iShares North American Natural Resources ETF position as of Q2 2023 after selling out during the quarter.
Capital CS Group sold 40,257 iShares North American Natural Resources ETF shares in Q2 2023, an estimated $1.58M.
Capital CS Group first reported a position in iShares North American Natural Resources ETF in Q3 2022 and held it in 3 quarters.
Capital CS Group's iShares North American Natural Resources ETF position peaked at $1.8M in Q4 2022.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2023.

Based on Capital CS Group's 13F filing for Q2 2023, filed 11 Jul 2023.