KF
IGE icon

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

KKM Financial’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 		$283K Hold
5,631
– – 0.05% 154
2025
Q4 		$283K Hold
5,631
– – 0.05% 154
2025
Q3 		$276K Hold
5,631
– – 0.09% 123
2025
Q2 		$249K Hold
5,631
– – 0.09% 142
2025
Q1 		$256K Sell
5,631
-2,501
-31% -$112K 0.11% 130
2024
Q4 		$347K Hold
8,132
– – 0.14% 118
2024
Q3 		$358K Hold
8,132
– – 0.18% 104
2024
Q2 		$356K Hold
8,132
– – 0.17% 114
2024
Q1 		$366K Sell
8,132
-1,500
-16% -$61.6K 0.18% 116
2023
Q4 		$392K Buy
+9,632
New +$390K 0.25% 88

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return