LVZ Inc’s iShares North American Natural Resources ETF IGE Stock Holding History

LVZ Inc’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	-19,702	Closed	-$802K	–	155
2023 Q4	$802K	Sell	19,702 -1,653	-8%	-$66.9K	0.11%	51
2023 Q3	$888K	Sell	21,355 -1,117	-5%	-$46K	0.14%	39
2023 Q2	$872K	Buy	22,472 +605	+3%	+$23.4K	0.12%	54
2023 Q1	$857K	Sell	21,867 -9,173	-30%	-$370K	0.12%	53
2022 Q4	$1.26M	Buy	+31,040	New	+$1.26M	0.2%	39
2022 Q3	–	Sell	-51,280	Closed	-$1.84M	–	120
2022 Q2	$1.84M	Buy	51,280 +245	+0.5%	+$9.95K	0.31%	21
2022 Q1	$2.06M	Buy	51,035 +3,219	+7%	+$118K	0.29%	31
2021 Q4	$1.5M	Buy	47,816 +1,062	+2%	+$33.5K	0.2%	35
2021 Q3	$1.37M	Buy	46,754 +3,055	+7%	+$87.8K	0.2%	35
2021 Q2	$1.33M	Buy	43,699 +416	+1%	+$12.4K	0.2%	39
2021 Q1	$1.19M	Buy	43,283 +15,907	+58%	+$421K	0.18%	40
2020 Q4	$638K	Buy	27,376 +5,515	+25%	+$120K	0.11%	46
2020 Q3	$433K	Sell	21,861 -4,380	-17%	-$95.3K	0.09%	49
2020 Q2	$569K	Buy	26,241 +2,937	+13%	+$61.1K	0.13%	49
2020 Q1	$388K	Buy	+23,304	New	+$577K	0.09%	47

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

LVZ Inc's IGE Position: Q1 2024 in Review

LVZ Inc sold out of iShares North American Natural Resources ETF (IGE) in Q1 2024, closing a stake of 19,702 shares — an estimated $802K sold.

LVZ Inc first reported a position in IGE in Q1 2020 and held it in 15 quarters. The position peaked at $2.06M in Q1 2022. 142 funds tracked by Wall St. Rank hold IGE as of Q1 2024.

LVZ Inc reported no remaining iShares North American Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
LVZ Inc sold 19,702 iShares North American Natural Resources ETF shares in Q1 2024, an estimated $802K.
LVZ Inc first reported a position in iShares North American Natural Resources ETF in Q1 2020 and held it in 15 quarters.
LVZ Inc's iShares North American Natural Resources ETF position peaked at $2.06M in Q1 2022.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2024.

Based on LVZ Inc's 13F filing for Q1 2024, filed 17 Apr 2024.