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

Executive 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
2024 Q2	–	Sell	-139,621	Closed	-$6.33M	–	181
2024 Q1	$6.33M	Buy	+139,621	New	+$5.73M	0.55%	65
2023 Q1	–	Sell	-145,842	Closed	-$5.93M	–	199
2022 Q4	$5.93M	Buy	145,842 +140,387	+2,574%	+$5.7M	0.73%	46
2022 Q3	$5.46K	Buy	+5,455	New	+$203K	0.76%	46
2022 Q2	–	Sell	-108,724	Closed	-$4.4M	–	193
2022 Q1	$4.4M	Sell	108,724 -19,783	-15%	-$725K	0.48%	64
2021 Q4	$4.04M	Buy	+128,507	New	+$4.05M	0.4%	72
2021 Q3	–	Sell	-133,370	Closed	-$4.06M	–	191
2021 Q2	$4.06M	Buy	133,370 +22,946	+21%	+$685K	0.44%	71
2021 Q1	$3.04M	Buy	+110,424	New	+$2.92M	0.36%	74
2019 Q3	–	Sell	-507	Closed	-$16K	–	434
2019 Q2	$16K	Buy	507 +3	+0.6%	+$92	﹤0.01%	512
2019 Q1	$16K	Sell	504 -1,598	-76%	-$48.9K	﹤0.01%	461
2018 Q4	$57K	Buy	+2,102	New	+$66.2K	0.01%	258

Other funds holding IGE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Executive Wealth Management's IGE Position: Q2 2024 in Review

Executive Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q2 2024, closing a stake of 139,621 shares — an estimated $6.33M sold.

Executive Wealth Management first reported a position in IGE in Q4 2018 and held it in 10 quarters. The position peaked at $6.33M in Q1 2024. 134 funds tracked by Wall St. Rank hold IGE as of Q2 2024.

Executive Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q2 2024 after selling out during the quarter.
Executive Wealth Management sold 139,621 iShares North American Natural Resources ETF shares in Q2 2024, an estimated $6.33M.
Executive Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2018 and held it in 10 quarters.
Executive Wealth Management's iShares North American Natural Resources ETF position peaked at $6.33M in Q1 2024.
134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2024.

Based on Executive Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.