Colonial Trust’s iShares North American Natural Resources ETF IGE Stock Holding History

Colonial Trust’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 Q1	–	Sell	-2,219	Closed	-$90.2K	–	918
2022 Q4	$90.2K	Buy	+2,219	New	+$90.1K	0.02%	328

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

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

TFF

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

Colonial Trust's IGE Position: Q1 2023 in Review

Colonial Trust sold out of iShares North American Natural Resources ETF (IGE) in Q1 2023, closing a stake of 2,219 shares — an estimated $90.2K sold.

Colonial Trust first reported a position in IGE in Q4 2022 and held it in 1 quarter. The position peaked at $90.2K in Q4 2022. 152 funds tracked by Wall St. Rank hold IGE as of Q1 2023.

Colonial Trust reported no remaining iShares North American Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
Colonial Trust sold 2,219 iShares North American Natural Resources ETF shares in Q1 2023, an estimated $90.2K.
Colonial Trust first reported a position in iShares North American Natural Resources ETF in Q4 2022 and held it in 1 quarter.
Colonial Trust's iShares North American Natural Resources ETF position peaked at $90.2K in Q4 2022.
152 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2023.

Based on Colonial Trust's 13F filing for Q1 2023, filed 11 May 2023.