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

Crewe 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
-618
Closed -$27.3K – 1009
2025
Q2 		$27.3K Buy
+618
New +$26.5K ﹤0.01% 333

Other funds holding IGE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crewe Advisors's IGE Position: Q3 2025 in Review

Crewe Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2025, closing a stake of 618 shares — an estimated $27.3K sold.

Crewe Advisors first reported a position in IGE in Q2 2025 and held it in 1 quarter. The position peaked at $27.3K in Q2 2025. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2025.

  • Crewe Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2025 after selling out during the quarter.
  • Crewe Advisors sold 618 iShares North American Natural Resources ETF shares in Q3 2025, an estimated $27.3K.
  • Crewe Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2025 and held it in 1 quarter.
  • Crewe Advisors's iShares North American Natural Resources ETF position peaked at $27.3K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.