Fusion Family Wealth’s iShares North American Natural Resources ETF IGE Stock Holding History

Fusion Family Wealth’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 Q3	–	Sell	-281	Closed	-$9K	–	147
2019 Q2	$9K	Hold	281	–	–	﹤0.01%	121
2019 Q1	$9K	Sell	281 -27	-9%	-$826	﹤0.01%	110
2018 Q4	$8K	Sell	308 -570	-65%	-$18K	﹤0.01%	188
2018 Q3	$31K	Sell	878 -298	-25%	-$10.8K	0.01%	143
2018 Q2	$43K	Hold	1,176	–	–	0.01%	134
2018 Q1	$39K	Sell	1,176 -1,211	-51%	-$41.9K	0.01%	126
2017 Q4	$85K	Hold	2,387	–	–	0.02%	105
2017 Q3	$80K	Sell	2,387 -266	-10%	-$8.54K	0.03%	69
2017 Q2	$84K	Buy	2,653 +129	+5%	+$4.24K	0.03%	105
2017 Q1	$86K	Sell	2,524 -748	-23%	-$26.3K	0.03%	102
2016 Q4	$118K	Buy	+3,272	New	+$114K	0.07%	85

Other funds holding IGE

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

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

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

RIM

Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fusion Family Wealth's IGE Position: Q3 2019 in Review

Fusion Family Wealth sold out of iShares North American Natural Resources ETF (IGE) in Q3 2019, closing a stake of 281 shares — an estimated $9K sold.

Fusion Family Wealth first reported a position in IGE in Q4 2016 and held it in 11 quarters. The position peaked at $118K in Q4 2016. 123 funds tracked by Wall St. Rank hold IGE as of Q3 2019.

Fusion Family Wealth reported no remaining iShares North American Natural Resources ETF position as of Q3 2019 after selling out during the quarter.
Fusion Family Wealth sold 281 iShares North American Natural Resources ETF shares in Q3 2019, an estimated $9K.
Fusion Family Wealth first reported a position in iShares North American Natural Resources ETF in Q4 2016 and held it in 11 quarters.
Fusion Family Wealth's iShares North American Natural Resources ETF position peaked at $118K in Q4 2016.
123 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2019.

Based on Fusion Family Wealth's 13F filing for Q3 2019, filed 31 Oct 2019.