MassMutual Private Wealth & Trust’s iShares North American Natural Resources ETF IGE Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q3	–	Sell	-150	Closed	-$6.64K	–	2415
2025 Q2	$6.64K	Buy	+150	New	+$6.43K	﹤0.01%	1525
2020 Q4	–	Sell	-1,333	Closed	-$26K	–	907
2020 Q3	$26K	Buy	+1,333	New	+$29K	﹤0.01%	476
2017 Q3	–	Sell	-100	Closed	-$3.17K	–	1081
2017 Q2	$3.17K	Buy	+100	New	+$3.28K	﹤0.01%	871

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

CNC

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's IGE Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares North American Natural Resources ETF (IGE) in Q3 2025, closing a stake of 150 shares — an estimated $6.64K sold.

MassMutual Private Wealth & Trust first reported a position in IGE in Q2 2017 and held it in 3 quarters. The position peaked at $26K in Q3 2020. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2025.

MassMutual Private Wealth & Trust reported no remaining iShares North American Natural Resources ETF position as of Q3 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 150 iShares North American Natural Resources ETF shares in Q3 2025, an estimated $6.64K.
MassMutual Private Wealth & Trust first reported a position in iShares North American Natural Resources ETF in Q2 2017 and held it in 3 quarters.
MassMutual Private Wealth & Trust's iShares North American Natural Resources ETF position peaked at $26K in Q3 2020.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.