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Center for Financial Planning’s iShares North American Natural Resources ETF IGE Stock Holding History

Center for Financial Planning’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
2020
Q1 		– Sell
-9,000
Closed -$271K – 583
2019
Q4 		$271K Buy
+9,000
New +$263K 0.07% 98

Other funds holding IGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Center for Financial Planning's IGE Position: Q1 2020 in Review

Center for Financial Planning sold out of iShares North American Natural Resources ETF (IGE) in Q1 2020, closing a stake of 9,000 shares — an estimated $271K sold.

Center for Financial Planning first reported a position in IGE in Q4 2019 and held it in 1 quarter. The position peaked at $271K in Q4 2019. 113 funds tracked by Wall St. Rank hold IGE as of Q1 2020.

  • Center for Financial Planning reported no remaining iShares North American Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
  • Center for Financial Planning sold 9,000 iShares North American Natural Resources ETF shares in Q1 2020, an estimated $271K.
  • Center for Financial Planning first reported a position in iShares North American Natural Resources ETF in Q4 2019 and held it in 1 quarter.
  • Center for Financial Planning's iShares North American Natural Resources ETF position peaked at $271K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2020.

Based on Center for Financial Planning's 13F filing for Q1 2020, filed 11 May 2020.