Cranbrook Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Cranbrook Wealth Management’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 Q3	–	Sell	-234	Closed	-$5K	–	268
2020 Q2	$5K	Hold	234	–	–	﹤0.01%	230
2020 Q1	$4K	Hold	234	–	–	﹤0.01%	226
2019 Q4	$7K	Hold	234	–	–	﹤0.01%	214
2019 Q3	$7K	Hold	234	–	–	﹤0.01%	210
2019 Q2	$7K	Sell	234 -112	-32%	-$3.42K	﹤0.01%	202
2019 Q1	$11K	Hold	346	–	–	﹤0.01%	191
2018 Q4	$9K	Hold	346	–	–	﹤0.01%	187
2018 Q3	$12K	Hold	346	–	–	﹤0.01%	177
2018 Q2	$13K	Hold	346	–	–	0.01%	168
2018 Q1	$11K	Hold	346	–	–	﹤0.01%	175
2017 Q4	$12K	Hold	346	–	–	﹤0.01%	173
2017 Q3	$12K	Hold	346	–	–	0.01%	171
2017 Q2	$11K	Hold	346	–	–	﹤0.01%	181
2017 Q1	$12K	Hold	346	–	–	0.01%	167
2016 Q4	$12K	Hold	346	–	–	0.01%	169
2016 Q3	$12K	Hold	346	–	–	0.01%	160
2016 Q2	$11K	Hold	346	–	–	0.01%	148
2016 Q1	$10K	Hold	346	–	–	0.01%	159
2015 Q4	$10K	Hold	346	–	–	0.01%	158
2015 Q3	$10K	Hold	346	–	–	0.01%	160
2015 Q2	$13K	Hold	346	–	–	0.01%	158
2015 Q1	$13K	Hold	346	–	–	0.01%	156
2014 Q4	$13K	Hold	346	–	–	0.01%	154
2014 Q3	$15K	Hold	346	–	–	0.01%	121
2014 Q2	$17K	Hold	346	–	–	0.01%	116
2014 Q1	$15K	Hold	346	–	–	0.01%	116
2013 Q4	$15K	Buy	+346	New	+$14.8K	0.01%	148

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TFF

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cranbrook Wealth Management's IGE Position: Q3 2020 in Review

Cranbrook Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q3 2020, closing a stake of 234 shares — an estimated $5K sold.

Cranbrook Wealth Management first reported a position in IGE in Q4 2013 and held it in 27 quarters. The position peaked at $17K in Q2 2014. 100 funds tracked by Wall St. Rank hold IGE as of Q3 2020.

Cranbrook Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q3 2020 after selling out during the quarter.
Cranbrook Wealth Management sold 234 iShares North American Natural Resources ETF shares in Q3 2020, an estimated $5K.
Cranbrook Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2013 and held it in 27 quarters.
Cranbrook Wealth Management's iShares North American Natural Resources ETF position peaked at $17K in Q2 2014.
100 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2020.

Based on Cranbrook Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.