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Coppell Advisory Solutions Corp’s iShares North American Natural Resources ETF IGE Stock Holding History

Coppell Advisory Solutions Corp’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 		$733K Buy
+16,284
New +$668K 0.14% 128
2023
Q1 		$465K Sell
11,974
-217
-2% -$8.76K 0.15% 129
2022
Q4 		$496K Buy
+12,191
New +$495K 0.17% 115

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Coppell Advisory Solutions Corp's IGE Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in iShares North American Natural Resources ETF (IGE) in Q1 2024: 16,284 shares worth $733K. The stake represents 0.14% of the portfolio and ranks #128 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in IGE as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in IGE in Q4 2022 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold IGE as of Q1 2024.

  • Coppell Advisory Solutions Corp held 16,284 shares of iShares North American Natural Resources ETF worth $733K as of Q1 2024.
  • iShares North American Natural Resources ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares North American Natural Resources ETF made up 0.14% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #128 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares North American Natural Resources ETF in Q4 2022 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.