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

LM 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
2024
Q1 		– Sell
-900
Closed -$36.6K – 448
2023
Q4 		$36.6K Buy
+900
New +$36.4K 0.01% 367

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LM Advisors's IGE Position: Q1 2024 in Review

LM Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q1 2024, closing a stake of 900 shares — an estimated $36.6K sold.

LM Advisors first reported a position in IGE in Q4 2023 and held it in 1 quarter. The position peaked at $36.6K in Q4 2023. 142 funds tracked by Wall St. Rank hold IGE as of Q1 2024.

  • LM Advisors reported no remaining iShares North American Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 900 iShares North American Natural Resources ETF shares in Q1 2024, an estimated $36.6K.
  • LM Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's iShares North American Natural Resources ETF position peaked at $36.6K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.