Financial Freedom LLC’s iShares North American Natural Resources ETF IGE Stock Holding History

Financial Freedom LLC’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	-147	Closed	-$6.62K	–	375
2024 Q1	$6.62K	Hold	147	–	–	﹤0.01%	301
2023 Q4	$5.99K	Hold	147	–	–	﹤0.01%	303
2023 Q3	$6.12K	Hold	147	–	–	﹤0.01%	304
2023 Q2	$5.71K	Hold	147	–	–	﹤0.01%	315
2023 Q1	$5.76K	Sell	147 -198	-57%	-$7.99K	﹤0.01%	311
2022 Q4	$14K	Buy	+345	New	+$14K	0.01%	236

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

Financial Freedom LLC's IGE Position: Q2 2024 in Review

Financial Freedom LLC sold out of iShares North American Natural Resources ETF (IGE) in Q2 2024, closing a stake of 147 shares — an estimated $6.62K sold.

Financial Freedom LLC first reported a position in IGE in Q4 2022 and held it in 6 quarters. The position peaked at $14K in Q4 2022. 134 funds tracked by Wall St. Rank hold IGE as of Q2 2024.

Financial Freedom LLC reported no remaining iShares North American Natural Resources ETF position as of Q2 2024 after selling out during the quarter.
Financial Freedom LLC sold 147 iShares North American Natural Resources ETF shares in Q2 2024, an estimated $6.62K.
Financial Freedom LLC first reported a position in iShares North American Natural Resources ETF in Q4 2022 and held it in 6 quarters.
Financial Freedom LLC's iShares North American Natural Resources ETF position peaked at $14K in Q4 2022.
134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2024.

Based on Financial Freedom LLC's 13F filing for Q2 2024, filed 23 Jul 2024.