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Evensky & Katz’s iShares North American Natural Resources ETF IGE Stock Holding History

Evensky & Katz’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
2019
Q4 		– Sell
-1,661
Closed -$48K – 104
2019
Q3 		$48K Buy
1,661
+1
+0.1% +$29 0.01% 94
2019
Q2 		$51K Sell
1,660
-113
-6% -$3.46K 0.01% 90
2019
Q1 		$55K Buy
+1,773
New +$54.2K 0.01% 94

Other funds holding IGE

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
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
FA
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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Evensky & Katz's IGE Position: Q4 2019 in Review

Evensky & Katz sold out of iShares North American Natural Resources ETF (IGE) in Q4 2019, closing a stake of 1,661 shares — an estimated $48K sold.

Evensky & Katz first reported a position in IGE in Q1 2019 and held it in 3 quarters. The position peaked at $55K in Q1 2019. 132 funds tracked by Wall St. Rank hold IGE as of Q4 2019.

  • Evensky & Katz reported no remaining iShares North American Natural Resources ETF position as of Q4 2019 after selling out during the quarter.
  • Evensky & Katz sold 1,661 iShares North American Natural Resources ETF shares in Q4 2019, an estimated $48K.
  • Evensky & Katz first reported a position in iShares North American Natural Resources ETF in Q1 2019 and held it in 3 quarters.
  • Evensky & Katz's iShares North American Natural Resources ETF position peaked at $55K in Q1 2019.
  • 132 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2019.

Based on Evensky & Katz's 13F filing for Q4 2019, filed 13 Feb 2020.