KB Financial Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

KB Financial Partners’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
2023 Q3	$1K	Hold	33	–	–	﹤0.01%	565
2023 Q2	$1K	Hold	33	–	–	﹤0.01%	590
2023 Q1	$1K	Hold	33	–	–	﹤0.01%	579
2022 Q4	$1K	Hold	33	–	–	﹤0.01%	570
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	559
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	562
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	593
2021 Q4	$1K	Buy	+33	New	+$1.04K	﹤0.01%	634
2021 Q3	–	Sell	-33	Closed	-$1K	–	352
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	603
2021 Q1	$1K	Buy	+33	New	+$873	﹤0.01%	615

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

TFF

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

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

KB Financial Partners's IGE Position: Q3 2023 in Review

KB Financial Partners held its iShares North American Natural Resources ETF (IGE) position steady in Q3 2023 at 33 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

KB Financial Partners first reported a position in IGE in Q1 2021 and has held it in 10 quarters since. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2023.

KB Financial Partners held 33 shares of iShares North American Natural Resources ETF worth $1K as of Q3 2023.
KB Financial Partners left its iShares North American Natural Resources ETF share count unchanged in Q3 2023.
iShares North American Natural Resources ETF made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #565 holding.
KB Financial Partners first reported a position in iShares North American Natural Resources ETF in Q1 2021 and has held it in 10 quarters since.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.