FAS Wealth Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

FAS Wealth Partners’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 Q4	–	Sell	-137	Closed	-$6.04K	–	446
2024 Q3	$6.04K	Buy	+137	New	+$6.04K	﹤0.01%	417

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

FAS Wealth Partners's IGE Position: Q4 2024 in Review

FAS Wealth Partners sold out of iShares North American Natural Resources ETF (IGE) in Q4 2024, closing a stake of 137 shares — an estimated $6.04K sold.

FAS Wealth Partners first reported a position in IGE in Q3 2024 and held it in 1 quarter. The position peaked at $6.04K in Q3 2024. 142 funds tracked by Wall St. Rank hold IGE as of Q4 2024.

FAS Wealth Partners reported no remaining iShares North American Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
FAS Wealth Partners sold 137 iShares North American Natural Resources ETF shares in Q4 2024, an estimated $6.04K.
FAS Wealth Partners first reported a position in iShares North American Natural Resources ETF in Q3 2024 and held it in 1 quarter.
FAS Wealth Partners's iShares North American Natural Resources ETF position peaked at $6.04K in Q3 2024.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2024.

Based on FAS Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.