IEQ Capital’s iShares North American Natural Resources ETF IGE Stock Holding History

IEQ Capital’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
2026 Q1	$2.28M	Sell	36,186 -7,407	-17%	-$434K	0.01%	723
2025 Q4	$2.19M	Buy	43,593 +2,238	+5%	+$110K	0.01%	762
2025 Q3	$2.03M	Buy	41,355 +18,557	+81%	+$862K	0.01%	759
2025 Q2	$1.01M	Hold	22,798	–	–	0.01%	857
2025 Q1	$1.04M	Buy	22,798 +1,426	+7%	+$63.6K	0.01%	755
2024 Q4	$913K	Buy	+21,372	New	+$967K	0.01%	684

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

IEQ Capital's IGE Position: Q1 2026 in Review

IEQ Capital reduced its iShares North American Natural Resources ETF (IGE) stake by 17% in Q1 2026, selling an estimated $434K and leaving 36,186 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #723.

IEQ Capital first reported a position in IGE in Q4 2024 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

IEQ Capital held 36,186 shares of iShares North American Natural Resources ETF worth $2.28M as of Q1 2026.
IEQ Capital sold 7,407 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $434K.
iShares North American Natural Resources ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #723 holding.
IEQ Capital first reported a position in iShares North American Natural Resources ETF in Q4 2024 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.