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Kelly Financial Services’s iShares North American Natural Resources ETF IGE Stock Holding History

Kelly Financial Services’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
Q1 		– Sell
-105
Closed -$4.27K – 716
2022
Q4 		$4.27K Buy
+105
New +$4.26K ﹤0.01% 419

Other funds holding IGE

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Kelly Financial Services's IGE Position: Q1 2023 in Review

Kelly Financial Services sold out of iShares North American Natural Resources ETF (IGE) in Q1 2023, closing a stake of 105 shares — an estimated $4.27K sold.

Kelly Financial Services first reported a position in IGE in Q4 2022 and held it in 1 quarter. The position peaked at $4.27K in Q4 2022. 152 funds tracked by Wall St. Rank hold IGE as of Q1 2023.

  • Kelly Financial Services reported no remaining iShares North American Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
  • Kelly Financial Services sold 105 iShares North American Natural Resources ETF shares in Q1 2023, an estimated $4.27K.
  • Kelly Financial Services first reported a position in iShares North American Natural Resources ETF in Q4 2022 and held it in 1 quarter.
  • Kelly Financial Services's iShares North American Natural Resources ETF position peaked at $4.27K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.