Market Street Wealth Management Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Market Street Wealth Management 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
2020 Q1	–	Sell	-51,917	Closed	-$1.56M	–	45
2019 Q4	$1.56M	Sell	51,917 -13,279	-20%	-$387K	1.43%	16
2019 Q3	$1.9M	Sell	65,196 -11,300	-15%	-$333K	1.84%	14
2019 Q2	$2.31M	Sell	76,496 -27,131	-26%	-$830K	2.23%	12
2019 Q1	$3.25M	Sell	103,627 -14,283	-12%	-$437K	3.25%	11
2018 Q4	$3.21M	Buy	+117,910	New	+$3.71M	3.58%	9

Other funds holding IGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Market Street Wealth Management Advisors's IGE Position: Q1 2020 in Review

Market Street Wealth Management Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q1 2020, closing a stake of 51,917 shares — an estimated $1.56M sold.

Market Street Wealth Management Advisors first reported a position in IGE in Q4 2018 and held it in 5 quarters. The position peaked at $3.25M in Q1 2019. 113 funds tracked by Wall St. Rank hold IGE as of Q1 2020.

Market Street Wealth Management Advisors reported no remaining iShares North American Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
Market Street Wealth Management Advisors sold 51,917 iShares North American Natural Resources ETF shares in Q1 2020, an estimated $1.56M.
Market Street Wealth Management Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2018 and held it in 5 quarters.
Market Street Wealth Management Advisors's iShares North American Natural Resources ETF position peaked at $3.25M in Q1 2019.
113 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2020.

Based on Market Street Wealth Management Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.