MAI Capital Management’s iShares North American Natural Resources ETF IGE Stock Holding History

MAI Capital 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
2026 Q2	–	Sell	-300	Closed	-$18.9K	–	3327
2026 Q1	$18.9K	Hold	300	–	–	﹤0.01%	2825
2025 Q4	$15.1K	Hold	300	–	–	﹤0.01%	2664
2025 Q3	$14.7K	Hold	300	–	–	﹤0.01%	2555
2025 Q2	$13.3K	Hold	300	–	–	﹤0.01%	2575
2025 Q1	$13.6K	Hold	300	–	–	﹤0.01%	2350
2024 Q4	$12.8K	Buy	+300	New	+$13.6K	﹤0.01%	2404
2017 Q4	–	Sell	-7,715	Closed	-$260K	–	481
2017 Q3	$260K	Sell	7,715 -3,430	-31%	-$110K	0.02%	362
2017 Q2	$353K	Sell	11,145 -50	-0.4%	-$1.64K	0.02%	314
2017 Q1	$384K	Sell	11,195 -6,198	-36%	-$218K	0.03%	297
2016 Q4	$625K	Buy	17,393 +625	+4%	+$21.8K	0.05%	237
2016 Q3	$578K	Sell	16,768 -68	-0.4%	-$2.29K	0.04%	252
2016 Q2	$559K	Sell	16,836 -848	-5%	-$27.1K	0.04%	254
2016 Q1	$526K	Sell	17,684 -2,000	-10%	-$54.3K	0.04%	265
2015 Q4	$554K	Sell	19,684 -41,613	-68%	-$1.29M	0.04%	256
2015 Q3	$1.78M	Sell	61,297 -7,297	-11%	-$235K	0.13%	147
2015 Q2	$2.49M	Sell	68,594 -6,126	-8%	-$237K	0.16%	133
2015 Q1	$2.81M	Sell	74,720 -10,481	-12%	-$395K	0.19%	121
2014 Q4	$3.27M	Buy	+85,201	New	+$3.45M	0.23%	105

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAI Capital Management's IGE Position: Q2 2026 in Review

MAI Capital Management sold out of iShares North American Natural Resources ETF (IGE) in Q2 2026, closing a stake of 300 shares — an estimated $18.9K sold.

MAI Capital Management first reported a position in IGE in Q4 2014 and held it in 18 quarters. The position peaked at $3.27M in Q4 2014. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

MAI Capital Management reported no remaining iShares North American Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 300 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $18.9K.
MAI Capital Management first reported a position in iShares North American Natural Resources ETF in Q4 2014 and held it in 18 quarters.
MAI Capital Management's iShares North American Natural Resources ETF position peaked at $3.27M in Q4 2014.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.