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

EPG 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
Q1 		– Sell
-320
Closed -$7.92K – 812
2019
Q4 		$10K Buy
+320
New +$9.34K 0.01% 427

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

EPG Wealth Management's IGE Position: Q1 2020 in Review

EPG Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q1 2020, closing a stake of 320 shares — an estimated $7.92K sold.

EPG Wealth Management first reported a position in IGE in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 113 funds tracked by Wall St. Rank hold IGE as of Q1 2020.

  • EPG Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
  • EPG Wealth Management sold 320 iShares North American Natural Resources ETF shares in Q1 2020, an estimated $7.92K.
  • EPG Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2019 and held it in 1 quarter.
  • EPG Wealth Management's iShares North American Natural Resources ETF position peaked at $10K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.