Capital Performance Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Capital Performance Advisors’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
2024 Q4	–	Sell	-155	Closed	-$6.83K	–	1328
2024 Q3	$6.83K	Buy	+155	New	+$6.83K	﹤0.01%	981

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

TFF

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Capital Performance Advisors's IGE Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q4 2024, closing a stake of 155 shares — an estimated $6.83K sold.

Capital Performance Advisors first reported a position in IGE in Q3 2024 and held it in 1 quarter. The position peaked at $6.83K in Q3 2024. 142 funds tracked by Wall St. Rank hold IGE as of Q4 2024.

Capital Performance Advisors reported no remaining iShares North American Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 155 iShares North American Natural Resources ETF shares in Q4 2024, an estimated $6.83K.
Capital Performance Advisors first reported a position in iShares North American Natural Resources ETF in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's iShares North American Natural Resources ETF position peaked at $6.83K in Q3 2024.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.