Concurrent Investment Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Concurrent Investment 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
2025 Q3	–	Sell	-9,429	Closed	-$417K	–	1549
2025 Q2	$417K	Sell	9,429 -44,686	-83%	-$1.92M	0.01%	917
2025 Q1	$2.46M	Buy	54,115 +5,018	+10%	+$224K	0.06%	329
2024 Q4	$2.1M	Buy	49,097 +391	+0.8%	+$17.7K	0.06%	313
2024 Q3	$2.15M	Buy	48,706 +3,106	+7%	+$137K	0.06%	296
2024 Q2	$2.01M	Buy	45,600 +4,511	+11%	+$202K	0.07%	278
2024 Q1	$1.85M	Buy	+41,089	New	+$1.69M	0.07%	255

Other funds holding IGE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Concurrent Investment Advisors's IGE Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2025, closing a stake of 9,429 shares — an estimated $417K sold.

Concurrent Investment Advisors first reported a position in IGE in Q1 2024 and held it in 6 quarters. The position peaked at $2.46M in Q1 2025. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2025.

Concurrent Investment Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 9,429 iShares North American Natural Resources ETF shares in Q3 2025, an estimated $417K.
Concurrent Investment Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2024 and held it in 6 quarters.
Concurrent Investment Advisors's iShares North American Natural Resources ETF position peaked at $2.46M in Q1 2025.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.