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Menlo Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Menlo 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
2022
Q3 		– Sell
-143,525
Closed -$5.16M – 31
2022
Q2 		$5.16M Buy
143,525
+52,935
+58% +$2.15M 3.42% 12
2022
Q1 		$3.66M Buy
+90,590
New +$3.32M 1.94% 18

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
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
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
PNC Financial Services Group
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

Menlo Advisors's IGE Position: Q3 2022 in Review

Menlo Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2022, closing a stake of 143,525 shares — an estimated $5.16M sold.

Menlo Advisors first reported a position in IGE in Q1 2022 and held it in 2 quarters. The position peaked at $5.16M in Q2 2022. 147 funds tracked by Wall St. Rank hold IGE as of Q3 2022.

  • Menlo Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2022 after selling out during the quarter.
  • Menlo Advisors sold 143,525 iShares North American Natural Resources ETF shares in Q3 2022, an estimated $5.16M.
  • Menlo Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 2 quarters.
  • Menlo Advisors's iShares North American Natural Resources ETF position peaked at $5.16M in Q2 2022.
  • 147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2022.

Based on Menlo Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.