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

LifePlan 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
2020
Q3 		$175K Hold
8,842
– – 0.08% 141
2020
Q2 		$192K Sell
8,842
-2,263
-20% -$47.1K 0.09% 126
2020
Q1 		$185K Hold
11,105
– – 0.1% 119
2019
Q4 		$334K Sell
11,105
-2,596
-19% -$75.7K 0.15% 103
2019
Q3 		$398K Sell
13,701
-1,182
-8% -$34.8K 0.19% 87
2019
Q2 		$457K Sell
14,883
-6,246
-30% -$191K 0.22% 77
2019
Q1 		$663K Sell
21,129
-5,868
-22% -$179K 0.35% 53
2018
Q4 		$734K Sell
26,997
-4,286
-14% -$135K 0.46% 43
2018
Q3 		$1.12M Sell
31,283
-275
-0.9% -$9.93K 0.61% 39
2018
Q2 		$1.16M Sell
31,558
-494
-2% -$17.8K 0.65% 36
2018
Q1 		$1.06M Buy
32,052
+326
+1% +$11.3K 0.62% 37
2017
Q4 		$1.07M Hold
31,726
– – 0.68% 37
2017
Q3 		$1.07M Sell
31,726
-1,102
-3% -$35.4K 0.68% 37
2017
Q2 		$1.04M Buy
32,828
+1,592
+5% +$52.3K 0.71% 37
2017
Q1 		$1.07M Buy
31,236
+2,461
+9% +$86.6K 0.74% 36
2016
Q4 		$1.03M Buy
28,775
+1,395
+5% +$48.6K 0.73% 45
2016
Q3 		$944K Buy
27,380
+653
+2% +$22K 0.65% 41
2016
Q2 		$888K Buy
26,727
+5,360
+25% +$171K 0.61% 40
2016
Q1 		$635K Sell
21,367
-3,318
-13% -$90.2K 0.45% 47
2015
Q4 		$695K Buy
24,685
+4,653
+23% +$145K 0.49% 44
2015
Q3 		$582K Buy
20,032
+1,109
+6% +$35.7K 0.42% 45
2015
Q2 		$687K Buy
18,923
+2,847
+18% +$110K 0.46% 52
2015
Q1 		$603K Sell
16,076
-2,647
-14% -$99.8K 0.4% 36
2014
Q4 		$717K Buy
18,723
+426
+2% +$17.3K 0.48% 35
2014
Q3 		$819K Sell
18,297
-2,302
-11% -$111K 0.69% 32
2014
Q2 		$1.03M Sell
20,599
-336
-2% -$15.7K 0.73% 25
2014
Q1 		$928K Buy
20,935
+2,274
+12% +$97.4K 0.74% 25
2013
Q4 		$810K Sell
18,661
-2,304
-11% -$98.3K 0.55% 29
2013
Q3 		$869K Buy
20,965
+8,078
+63% +$330K 0.71% 21
2013
Q2 		$493K Buy
+12,887
New +$508K 0.55% 29

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LifePlan Financial Group's IGE Position: Q3 2020 in Review

LifePlan Financial Group held its iShares North American Natural Resources ETF (IGE) position steady in Q3 2020 at 8,842 shares worth $175K. The position accounts for 0.08% of the portfolio, ranked #141.

LifePlan Financial Group first reported a position in IGE in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.16M in Q2 2018. 100 funds tracked by Wall St. Rank hold IGE as of Q3 2020.

  • LifePlan Financial Group held 8,842 shares of iShares North American Natural Resources ETF worth $175K as of Q3 2020.
  • LifePlan Financial Group left its iShares North American Natural Resources ETF share count unchanged in Q3 2020.
  • iShares North American Natural Resources ETF made up 0.08% of LifePlan Financial Group's portfolio in Q3 2020, its #141 holding.
  • LifePlan Financial Group first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares North American Natural Resources ETF position peaked at $1.16M in Q2 2018.
  • 100 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.