Cetera Advisor Networks’s iShares North American Natural Resources ETF IGE Stock Holding History

Cetera Advisor Networks’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 Q1	$717K	Sell	15,928 -1,613	-9%	-$66.2K	﹤0.01%	1677
2023 Q4	$714K	Sell	17,541 -231	-1%	-$9.35K	﹤0.01%	1611
2023 Q3	$739K	Sell	17,772 -1,652	-9%	-$68.1K	﹤0.01%	1479
2023 Q2	$754K	Sell	19,424 -2,752	-12%	-$106K	0.01%	1432
2023 Q1	$869K	Sell	22,176 -2,236	-9%	-$90.2K	0.01%	1331
2022 Q4	$993K	Buy	24,412 +6,760	+38%	+$274K	0.01%	1197
2022 Q3	$614K	Sell	17,652 -582	-3%	-$21.7K	0.01%	1155
2022 Q2	$656K	Buy	18,234 +5,706	+46%	+$232K	0.01%	1105
2022 Q1	$507K	Buy	12,528 +1,332	+12%	+$48.8K	0.01%	1295
2021 Q4	$352K	Buy	11,196 +132	+1%	+$4.16K	﹤0.01%	1511
2021 Q3	$325K	Sell	11,064 -99	-0.9%	-$2.85K	﹤0.01%	1474
2021 Q2	$340K	Sell	11,163 -364	-3%	-$10.9K	﹤0.01%	1422
2021 Q1	$318K	Sell	11,527 -225	-2%	-$5.96K	0.01%	1104
2020 Q4	$274K	Sell	11,752 -68,051	-85%	-$1.48M	0.01%	1094
2020 Q3	$1.58M	Sell	79,803 -2,201	-3%	-$47.9K	0.04%	353
2020 Q2	$1.78M	Sell	82,004 -4,436	-5%	-$92.3K	0.05%	322
2020 Q1	$246K	Buy	86,440 +1,940	+2%	+$48K	0.01%	887
2019 Q4	$2.54M	Sell	84,500 -6,967	-8%	-$203K	0.07%	258
2019 Q3	$2.66M	Sell	91,467 -9,936	-10%	-$293K	0.08%	233
2019 Q2	$3.11M	Sell	101,403 -28,836	-22%	-$882K	0.1%	195
2019 Q1	$4.09M	Sell	130,239 -18,056	-12%	-$552K	0.13%	150
2018 Q4	$4.03M	Sell	148,295 -14,520	-9%	-$457K	0.16%	131
2018 Q3	$5.84M	Sell	162,815 -20,448	-11%	-$739K	0.2%	101
2018 Q2	$6.76M	Buy	183,263 +81,976	+81%	+$2.95M	0.34%	60
2018 Q1	$3.35M	Sell	101,287 -18,841	-16%	-$651K	0.15%	145
2017 Q4	$4.25M	Sell	120,128 -23,478	-16%	-$791K	0.18%	127
2017 Q3	$4.84M	Sell	143,606 -14,652	-9%	-$470K	0.22%	101
2017 Q2	$5.01M	Sell	158,258 -57,040	-26%	-$1.87M	0.24%	95
2017 Q1	$7.39M	Sell	215,298 -24,686	-10%	-$868K	0.35%	60
2016 Q4	$8.62M	Sell	239,984 -48,398	-17%	-$1.69M	0.45%	51
2016 Q3	$9.94M	Buy	288,382 +70,121	+32%	+$2.36M	0.38%	53
2016 Q2	$7.24M	Sell	218,261 -15,044	-6%	-$481K	0.42%	47
2016 Q1	$6.94M	Buy	233,305 +14,065	+6%	+$382K	0.43%	46
2015 Q4	$6.19M	Buy	219,240 +150,910	+221%	+$4.69M	0.4%	51
2015 Q3	$1.99M	Sell	68,330 -7,800	-10%	-$251K	0.14%	162
2015 Q2	$2.86M	Hold	76,130	–	–	0.18%	122
2015 Q1	$2.86M	Sell	76,130 -1,822	-2%	-$68.7K	0.18%	121
2014 Q4	$2.98M	Buy	77,952 +12,315	+19%	+$499K	0.21%	106
2014 Q3	$2.94M	Sell	65,637 -2,387	-4%	-$115K	0.2%	109
2014 Q2	$3.4M	Buy	68,024 +475	+0.7%	+$22.2K	0.22%	95
2014 Q1	$3M	Buy	67,549 +47,007	+229%	+$2.01M	0.22%	107
2013 Q4	$889K	Buy	+20,542	New	+$876K	0.07%	289

Other funds holding IGE

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

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

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

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

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

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

Cetera Advisor Networks's IGE Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares North American Natural Resources ETF (IGE) stake by 9.2% in Q1 2024, selling an estimated $66.2K and leaving 15,928 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Cetera Advisor Networks first reported a position in IGE in Q4 2013 and has held it in 42 quarters since. The position peaked at $9.94M in Q3 2016. 142 funds tracked by Wall St. Rank hold IGE as of Q1 2024.

Cetera Advisor Networks held 15,928 shares of iShares North American Natural Resources ETF worth $717K as of Q1 2024.
Cetera Advisor Networks sold 1,613 iShares North American Natural Resources ETF shares in Q1 2024, an estimated $66.2K.
iShares North American Natural Resources ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1677 holding.
Cetera Advisor Networks first reported a position in iShares North American Natural Resources ETF in Q4 2013 and has held it in 42 quarters since.
Cetera Advisor Networks's iShares North American Natural Resources ETF position peaked at $9.94M in Q3 2016.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.