Mariner Independent Advisor Network’s iShares North American Natural Resources ETF IGE Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$1.1M	Buy	31,564 +4,080	+15%	+$152K	0.05%	350
2022 Q2	$979K	Buy	+27,484	New	+$1.12M	0.04%	374

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Mariner Independent Advisor Network's IGE Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its iShares North American Natural Resources ETF (IGE) stake by 15% in Q3 2022, buying an estimated $152K and bringing the position to 31,564 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #350.

Mariner Independent Advisor Network first reported a position in IGE in Q2 2022 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold IGE as of Q3 2022.

Mariner Independent Advisor Network held 31,564 shares of iShares North American Natural Resources ETF worth $1.1M as of Q3 2022.
Mariner Independent Advisor Network bought 4,080 iShares North American Natural Resources ETF shares in Q3 2022, an estimated $152K.
iShares North American Natural Resources ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #350 holding.
Mariner Independent Advisor Network first reported a position in iShares North American Natural Resources ETF in Q2 2022 and has held it in 2 quarters since.
147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.