Global Financial Private Client’s iShares North American Natural Resources ETF IGE Stock Holding History

Global Financial Private Client’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
2025 Q1	–	Sell	-205	Closed	-$8.76K	–	1683
2024 Q4	$8.76K	Hold	205	–	–	﹤0.01%	572
2024 Q3	$9.03K	Hold	205	–	–	﹤0.01%	570
2024 Q2	$9.02K	Hold	205	–	–	﹤0.01%	457
2024 Q1	$9.29K	Sell	205 -150	-42%	-$6.16K	﹤0.01%	470
2023 Q4	$14.5K	Hold	355	–	–	0.01%	415
2023 Q3	$14.4K	Hold	355	–	–	0.01%	396
2023 Q2	$13.8K	Hold	355	–	–	0.01%	406
2023 Q1	$14.4K	Sell	355 -36,142	-99%	-$1.46M	0.01%	410
2022 Q4	$1.48M	Buy	36,497 +5,651	+18%	+$229K	0.83%	29
2022 Q3	$1.13M	Buy	30,846 +1,803	+6%	+$67.1K	0.65%	36
2022 Q2	$1.06M	Buy	29,043 +6,827	+31%	+$277K	0.6%	37
2022 Q1	$910K	Buy	+22,216	New	+$814K	0.44%	54

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

TFF

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

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

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

Global Financial Private Client's IGE Position: Q1 2025 in Review

Global Financial Private Client sold out of iShares North American Natural Resources ETF (IGE) in Q1 2025, closing a stake of 205 shares — an estimated $8.76K sold.

Global Financial Private Client first reported a position in IGE in Q1 2022 and held it in 12 quarters. The position peaked at $1.48M in Q4 2022. 147 funds tracked by Wall St. Rank hold IGE as of Q1 2025.

Global Financial Private Client reported no remaining iShares North American Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
Global Financial Private Client sold 205 iShares North American Natural Resources ETF shares in Q1 2025, an estimated $8.76K.
Global Financial Private Client first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 12 quarters.
Global Financial Private Client's iShares North American Natural Resources ETF position peaked at $1.48M in Q4 2022.
147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2025.

Based on Global Financial Private Client's 13F filing for Q1 2025, filed 8 Apr 2025.