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Karpus Investment Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Karpus Investment Management’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
Q2 		– Sell
-127,079
Closed -$8M – 236
2026
Q1 		$8M Buy
+127,079
New +$7.45M 0.25% 97

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Karpus Investment Management's IGE Position: Q2 2026 in Review

Karpus Investment Management sold out of iShares North American Natural Resources ETF (IGE) in Q2 2026, closing a stake of 127,079 shares — an estimated $8M sold.

Karpus Investment Management first reported a position in IGE in Q1 2026 and held it in 1 quarter. The position peaked at $8M in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Karpus Investment Management reported no remaining iShares North American Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
  • Karpus Investment Management sold 127,079 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $8M.
  • Karpus Investment Management first reported a position in iShares North American Natural Resources ETF in Q1 2026 and held it in 1 quarter.
  • Karpus Investment Management's iShares North American Natural Resources ETF position peaked at $8M in Q1 2026.
  • 171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.