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McDaniel Terry & Co’s iShares North American Natural Resources ETF IGE Stock Holding History

McDaniel Terry & Co’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
Q2 		– Sell
-5,853
Closed -$263K – 97
2024
Q1 		$263K Buy
+5,853
New +$240K 0.02% 93

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

McDaniel Terry & Co's IGE Position: Q2 2024 in Review

McDaniel Terry & Co sold out of iShares North American Natural Resources ETF (IGE) in Q2 2024, closing a stake of 5,853 shares — an estimated $263K sold.

McDaniel Terry & Co first reported a position in IGE in Q1 2024 and held it in 1 quarter. The position peaked at $263K in Q1 2024. 134 funds tracked by Wall St. Rank hold IGE as of Q2 2024.

  • McDaniel Terry & Co reported no remaining iShares North American Natural Resources ETF position as of Q2 2024 after selling out during the quarter.
  • McDaniel Terry & Co sold 5,853 iShares North American Natural Resources ETF shares in Q2 2024, an estimated $263K.
  • McDaniel Terry & Co first reported a position in iShares North American Natural Resources ETF in Q1 2024 and held it in 1 quarter.
  • McDaniel Terry & Co's iShares North American Natural Resources ETF position peaked at $263K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2024.

Based on McDaniel Terry & Co's 13F filing for Q2 2024, filed 5 Aug 2024.