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

LGT Financial Advisors’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 Q4	–	Sell	-1,153	Closed	-$48K	–	913
2023 Q3	$48K	Hold	1,153	–	–	0.06%	222
2023 Q2	$44.8K	Buy	+1,153	New	+$44.6K	0.05%	167
2023 Q1	–	Sell	-1,153	Closed	-$46.9K	–	133
2022 Q4	$46.9K	Buy	+1,153	New	+$46.8K	0.06%	132

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LGT Financial Advisors's IGE Position: Q4 2023 in Review

LGT Financial Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q4 2023, closing a stake of 1,153 shares — an estimated $48K sold.

LGT Financial Advisors first reported a position in IGE in Q4 2022 and held it in 3 quarters. The position peaked at $48K in Q3 2023. 142 funds tracked by Wall St. Rank hold IGE as of Q4 2023.

LGT Financial Advisors reported no remaining iShares North American Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 1,153 iShares North American Natural Resources ETF shares in Q4 2023, an estimated $48K.
LGT Financial Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2022 and held it in 3 quarters.
LGT Financial Advisors's iShares North American Natural Resources ETF position peaked at $48K in Q3 2023.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.