Great Lakes Retirement’s iShares North American Natural Resources ETF IGE Stock Holding History

Great Lakes Retirement’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 Q3	–	Sell	-1,379	Closed	-$60.7K	–	407
2024 Q2	$60.7K	Sell	1,379 -117,156	-99%	-$5.26M	0.01%	255
2024 Q1	$5.33M	Buy	118,535 +5,754	+5%	+$236K	0.79%	32
2023 Q4	$4.59M	Buy	112,781 +8,437	+8%	+$341K	0.76%	31
2023 Q3	$4.37M	Buy	104,344 +4,734	+5%	+$195K	0.79%	32
2023 Q2	$3.87M	Buy	99,610 +3,336	+3%	+$129K	0.68%	35
2023 Q1	$3.77M	Sell	96,274 -30,200	-24%	-$1.22M	0.71%	32
2022 Q4	$5.14M	Buy	+126,474	New	+$5.14M	1.32%	24

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

TFF

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

Goldman Sachs New York $871B AUM 31.28% 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

Great Lakes Retirement's IGE Position: Q3 2024 in Review

Great Lakes Retirement sold out of iShares North American Natural Resources ETF (IGE) in Q3 2024, closing a stake of 1,379 shares — an estimated $60.7K sold.

Great Lakes Retirement first reported a position in IGE in Q4 2022 and held it in 7 quarters. The position peaked at $5.33M in Q1 2024. 133 funds tracked by Wall St. Rank hold IGE as of Q3 2024.

Great Lakes Retirement reported no remaining iShares North American Natural Resources ETF position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 1,379 iShares North American Natural Resources ETF shares in Q3 2024, an estimated $60.7K.
Great Lakes Retirement first reported a position in iShares North American Natural Resources ETF in Q4 2022 and held it in 7 quarters.
Great Lakes Retirement's iShares North American Natural Resources ETF position peaked at $5.33M in Q1 2024.
133 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.