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

EP Wealth 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
2026 Q2	$103K	Sell	1,840 -1,839	-50%	-$111K	﹤0.01%	1666
2026 Q1	$232K	Buy	+3,679	New	+$216K	﹤0.01%	1318

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EP Wealth Advisors's IGE Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares North American Natural Resources ETF (IGE) stake by 50% in Q2 2026, selling an estimated $111K and leaving 1,840 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

EP Wealth Advisors first reported a position in IGE in Q1 2026 and has held it in 2 quarters since. The position peaked at $232K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

EP Wealth Advisors held 1,840 shares of iShares North American Natural Resources ETF worth $103K as of Q2 2026.
EP Wealth Advisors sold 1,839 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $111K.
iShares North American Natural Resources ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1666 holding.
EP Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2026 and has held it in 2 quarters since.
EP Wealth Advisors's iShares North American Natural Resources ETF position peaked at $232K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.