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Liberty Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Liberty Wealth Management’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
2020
Q4 		– Sell
-729
Closed -$14K – 1009
2020
Q3 		$14K Buy
729
+694
+1,983% +$15.1K 0.01% 462
2020
Q2 		$1K Buy
+35
New +$728 ﹤0.01% 788

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
WPWM
Windward Private Wealth Management Overland Park, Kansas $289M AUM 12.08% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Liberty Wealth Management's IGE Position: Q4 2020 in Review

Liberty Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q4 2020, closing a stake of 729 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in IGE in Q2 2020 and held it in 2 quarters. The position peaked at $14K in Q3 2020. 107 funds tracked by Wall St. Rank hold IGE as of Q4 2020.

  • Liberty Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 729 iShares North American Natural Resources ETF shares in Q4 2020, an estimated $14K.
  • Liberty Wealth Management first reported a position in iShares North American Natural Resources ETF in Q2 2020 and held it in 2 quarters.
  • Liberty Wealth Management's iShares North American Natural Resources ETF position peaked at $14K in Q3 2020.
  • 107 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.