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Dowling & Yahnke’s iShares North American Natural Resources ETF IGE Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-2
Closed – – 331
2019
Q4 		$0 Buy
+2
New +$58 ﹤0.01% 380

Other funds holding IGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Dowling & Yahnke's IGE Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares North American Natural Resources ETF (IGE) in Q1 2020, closing a stake of 2 shares.

Dowling & Yahnke first reported a position in IGE in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 113 funds tracked by Wall St. Rank hold IGE as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares North American Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 2 iShares North American Natural Resources ETF shares in Q1 2020.
  • Dowling & Yahnke first reported a position in iShares North American Natural Resources ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares North American Natural Resources ETF position peaked at $0 in Q4 2019.
  • 113 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.