Milestone Advisory Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

Milestone Advisory Partners’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	$1.1M	Sell	26,471 -3,684	-12%	-$152K	0.92%	25
2023 Q2	$1.17M	Sell	30,155 -68,348	-69%	-$2.64M	1.06%	23
2023 Q1	$3.86M	Sell	98,503 -15,346	-13%	-$619K	3.56%	8
2022 Q4	$4.63M	Sell	113,849 -2,716	-2%	-$110K	3.44%	10
2022 Q3	$4.05M	Buy	116,565 +519	+0.4%	+$19.3K	3.04%	10
2022 Q2	$4.23M	Sell	116,046 -15,435	-12%	-$627K	3.43%	9
2022 Q1	$5.32M	Buy	+131,481	New	+$4.82M	2.87%	11

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Milestone Advisory Partners's IGE Position: Q3 2023 in Review

Milestone Advisory Partners reduced its iShares North American Natural Resources ETF (IGE) stake by 12% in Q3 2023, selling an estimated $152K and leaving 26,471 shares worth $1.1M. The position accounts for 0.92% of the portfolio, ranked #25.

Milestone Advisory Partners first reported a position in IGE in Q1 2022 and has held it in 7 quarters since. The position peaked at $5.32M in Q1 2022. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2023.

Milestone Advisory Partners held 26,471 shares of iShares North American Natural Resources ETF worth $1.1M as of Q3 2023.
Milestone Advisory Partners sold 3,684 iShares North American Natural Resources ETF shares in Q3 2023, an estimated $152K.
iShares North American Natural Resources ETF made up 0.92% of Milestone Advisory Partners's portfolio in Q3 2023, its #25 holding.
Milestone Advisory Partners first reported a position in iShares North American Natural Resources ETF in Q1 2022 and has held it in 7 quarters since.
Milestone Advisory Partners's iShares North American Natural Resources ETF position peaked at $5.32M in Q1 2022.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.