Landmark Wealth Management (New York)’s iShares North American Natural Resources ETF IGE Stock Holding History

Landmark Wealth Management (New York)’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
2022 Q2	–	Sell	-2,162	Closed	-$2.16K	–	101
2022 Q1	$2.16K	Buy	+2,162	New	+$79.2K	﹤0.01%	81

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

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Landmark Wealth Management (New York)'s IGE Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of iShares North American Natural Resources ETF (IGE) in Q2 2022, closing a stake of 2,162 shares — an estimated $2.16K sold.

Landmark Wealth Management (New York) first reported a position in IGE in Q1 2022 and held it in 1 quarter. The position peaked at $2.16K in Q1 2022. 153 funds tracked by Wall St. Rank hold IGE as of Q2 2022.

Landmark Wealth Management (New York) reported no remaining iShares North American Natural Resources ETF position as of Q2 2022 after selling out during the quarter.
Landmark Wealth Management (New York) sold 2,162 iShares North American Natural Resources ETF shares in Q2 2022, an estimated $2.16K.
Landmark Wealth Management (New York) first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 1 quarter.
Landmark Wealth Management (New York)'s iShares North American Natural Resources ETF position peaked at $2.16K in Q1 2022.
153 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.