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

Mercer Global 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
2023
Q3 		– Sell
-6,133
Closed -$238K – 1999
2023
Q2 		$238K Buy
+6,133
New +$237K ﹤0.01% 1641
2023
Q1 		– Sell
-7,502
Closed -$305K – 1996
2022
Q4 		$305K Buy
+7,502
New +$305K ﹤0.01% 1491

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Mercer Global Advisors's IGE Position: Q3 2023 in Review

Mercer Global Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2023, closing a stake of 6,133 shares — an estimated $238K sold.

Mercer Global Advisors first reported a position in IGE in Q4 2022 and held it in 2 quarters. The position peaked at $305K in Q4 2022. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2023.

  • Mercer Global Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 6,133 iShares North American Natural Resources ETF shares in Q3 2023, an estimated $238K.
  • Mercer Global Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2022 and held it in 2 quarters.
  • Mercer Global Advisors's iShares North American Natural Resources ETF position peaked at $305K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2023.

Based on Mercer Global Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.