IAA
FEGE

Independent Advisor Alliance’s First Eagle Global Equity ETF FEGE Stock Holding History

Independent Advisor Alliance’s Portfolio FEGE Stock Details FEGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,225
Closed -$293K – 1673
2026
Q1 		$293K Buy
+6,225
New +$303K ﹤0.01% 1326

Other funds holding FEGE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Advisor Alliance's FEGE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Eagle Global Equity ETF (FEGE) in Q2 2026, closing a stake of 6,225 shares — an estimated $293K sold.

Independent Advisor Alliance first reported a position in FEGE in Q1 2026 and held it in 1 quarter. The position peaked at $293K in Q1 2026. 193 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Eagle Global Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,225 First Eagle Global Equity ETF shares in Q2 2026, an estimated $293K.
  • Independent Advisor Alliance first reported a position in First Eagle Global Equity ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's First Eagle Global Equity ETF position peaked at $293K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.