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

Larson Financial Group’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
2024 Q1	–	Sell	-19	Closed	-$774	–	1848
2023 Q4	$774	Hold	19	–	–	﹤0.01%	1515
2023 Q3	$790	Hold	19	–	–	﹤0.01%	1526
2023 Q2	$749	Hold	19	–	–	﹤0.01%	1404
2023 Q1	$751	Hold	19	–	–	﹤0.01%	1377
2022 Q4	$773	Hold	19	–	–	﹤0.01%	1335
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	1210
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	1113
2022 Q1	$1K	Buy	19 +1	+6%	+$37	﹤0.01%	973
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	1017
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	834
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	774
2021 Q1	$0	Hold	18	–	–	﹤0.01%	884
2020 Q4	$0	Hold	18	–	–	﹤0.01%	796
2020 Q3	$0	Hold	18	–	–	﹤0.01%	778
2020 Q2	$0	Buy	18 +1	+6%	+$21	﹤0.01%	715
2020 Q1	$0	Hold	17	–	–	﹤0.01%	587
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	517
2019 Q3	$0	Buy	17 +1	+6%	+$29	﹤0.01%	580
2019 Q2	$1K	Hold	16	–	–	﹤0.01%	445
2019 Q1	$1K	Hold	16	–	–	﹤0.01%	439
2018 Q4	$0	Buy	+16	New	+$504	﹤0.01%	490

Other funds holding IGE

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

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

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

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

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

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

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

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

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

Larson Financial Group's IGE Position: Q1 2024 in Review

Larson Financial Group sold out of iShares North American Natural Resources ETF (IGE) in Q1 2024, closing a stake of 19 shares — an estimated $774 sold.

Larson Financial Group first reported a position in IGE in Q4 2018 and held it in 21 quarters. The position peaked at $1K in Q3 2022. 142 funds tracked by Wall St. Rank hold IGE as of Q1 2024.

Larson Financial Group reported no remaining iShares North American Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
Larson Financial Group sold 19 iShares North American Natural Resources ETF shares in Q1 2024, an estimated $774.
Larson Financial Group first reported a position in iShares North American Natural Resources ETF in Q4 2018 and held it in 21 quarters.
Larson Financial Group's iShares North American Natural Resources ETF position peaked at $1K in Q3 2022.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2024.

Based on Larson Financial Group's 13F filing for Q1 2024, filed 3 May 2024.