HR
IGE icon

Howe & Rusling’s iShares North American Natural Resources ETF IGE Stock Holding History

Howe & Rusling’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
2018
Q1 		– Sell
-186
Closed -$7K – 967
2017
Q4 		$7K Buy
+186
New +$6.27K ﹤0.01% 510

Other funds holding IGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
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
RBC
Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return

Howe & Rusling's IGE Position: Q1 2018 in Review

Howe & Rusling sold out of iShares North American Natural Resources ETF (IGE) in Q1 2018, closing a stake of 186 shares — an estimated $7K sold.

Howe & Rusling first reported a position in IGE in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 127 funds tracked by Wall St. Rank hold IGE as of Q1 2018.

  • Howe & Rusling reported no remaining iShares North American Natural Resources ETF position as of Q1 2018 after selling out during the quarter.
  • Howe & Rusling sold 186 iShares North American Natural Resources ETF shares in Q1 2018, an estimated $7K.
  • Howe & Rusling first reported a position in iShares North American Natural Resources ETF in Q4 2017 and held it in 1 quarter.
  • Howe & Rusling's iShares North American Natural Resources ETF position peaked at $7K in Q4 2017.
  • 127 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2018.

Based on Howe & Rusling's 13F filing for Q1 2018, filed 14 May 2018.