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MGB Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

MGB Wealth 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
2025
Q4 		$20.4K Buy
405
+3
+0.7% +$147 0.01% 287
2025
Q3 		$19.7K Buy
402
+2
+0.5% +$93 0.01% 289
2025
Q2 		$17.7K Hold
400
– – 0.01% 287
2025
Q1 		$18.2K Hold
400
– – 0.01% 269
2024
Q4 		$17.1K Sell
400
-130
-25% -$5.88K 0.01% 262
2024
Q3 		$23.4K Buy
530
+130
+33% +$5.73K 0.01% 249
2024
Q2 		$17.9K Buy
+400
New +$18K 0.01% 253

Other funds holding IGE

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGB Wealth Management's IGE Position: Q4 2025 in Review

MGB Wealth Management increased its iShares North American Natural Resources ETF (IGE) stake by 0.75% in Q4 2025, buying an estimated $147 and bringing the position to 405 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #287.

MGB Wealth Management first reported a position in IGE in Q2 2024 and has held it in 7 quarters since. The position peaked at $23.4K in Q3 2024. 154 funds tracked by Wall St. Rank hold IGE as of Q4 2025.

  • MGB Wealth Management held 405 shares of iShares North American Natural Resources ETF worth $20.4K as of Q4 2025.
  • MGB Wealth Management bought 3 iShares North American Natural Resources ETF shares in Q4 2025, an estimated $147.
  • iShares North American Natural Resources ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #287 holding.
  • MGB Wealth Management first reported a position in iShares North American Natural Resources ETF in Q2 2024 and has held it in 7 quarters since.
  • MGB Wealth Management's iShares North American Natural Resources ETF position peaked at $23.4K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.