Mesirow Financial Investment Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Mesirow Financial Investment Management’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
2026 Q2	$348K	Sell	6,189 -6,189	-50%	-$375K	0.01%	420
2026 Q1	$779K	Buy	12,378 +6,189	+100%	+$363K	0.01%	297
2025 Q4	$311K	Sell	6,189 -762	-11%	-$37.4K	0.01%	397
2025 Q3	$341K	Sell	6,951 -20	-0.3%	-$929	0.01%	429
2025 Q2	$308K	Sell	6,971 -80	-1%	-$3.43K	0.01%	431
2025 Q1	$321K	Hold	7,051	–	–	0.01%	441
2024 Q4	$301K	Hold	7,051	–	–	0.01%	458
2024 Q3	$311K	Hold	7,051	–	–	0.01%	443
2024 Q2	$310K	Hold	7,051	–	–	0.01%	403
2024 Q1	$317K	Hold	7,051	–	–	0.01%	418
2023 Q4	$287K	Buy	+7,051	New	+$285K	0.01%	440

Other funds holding IGE

CNC

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

WPWM

Windward Private Wealth Management Overland Park, Kansas $313M AUM 13.43% 1-Year Est. Return

Mesirow Financial Investment Management's IGE Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its iShares North American Natural Resources ETF (IGE) stake by 50% in Q2 2026, selling an estimated $375K and leaving 6,189 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #420.

Mesirow Financial Investment Management first reported a position in IGE in Q4 2023 and has held it in 11 quarters since. The position peaked at $779K in Q1 2026. 72 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Mesirow Financial Investment Management held 6,189 shares of iShares North American Natural Resources ETF worth $348K as of Q2 2026.
Mesirow Financial Investment Management sold 6,189 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $375K.
iShares North American Natural Resources ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #420 holding.
Mesirow Financial Investment Management first reported a position in iShares North American Natural Resources ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's iShares North American Natural Resources ETF position peaked at $779K in Q1 2026.
72 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.