Moller Wealth Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

Moller Wealth 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
2021 Q1	–	Sell	-8,785	Closed	-$205K	–	51
2020 Q4	$205K	Buy	+8,785	New	+$191K	0.08%	51
2020 Q3	–	Sell	-14,965	Closed	-$324K	–	46
2020 Q2	$324K	Sell	14,965 -14,450	-49%	-$301K	0.14%	39
2020 Q1	$489K	Sell	29,415 -42,472	-59%	-$1.05M	0.25%	33
2019 Q4	$2.16M	Sell	71,887 -5,755	-7%	-$168K	0.96%	21
2019 Q3	$2.26M	Sell	77,642 -5,617	-7%	-$165K	1.09%	18
2019 Q2	$2.56M	Sell	83,259 -7,487	-8%	-$229K	1.31%	16
2019 Q1	$2.85M	Sell	90,746 -3,339	-4%	-$102K	1.28%	17
2018 Q4	$2.79M	Sell	94,085 -40,403	-30%	-$1.27M	1.82%	14
2018 Q3	$4.82M	Sell	134,488 -11,554	-8%	-$417K	2.11%	9
2018 Q2	$5.38M	Buy	146,042 +8,611	+6%	+$310K	2.09%	12
2018 Q1	$4.55M	Sell	137,431 -1,521	-1%	-$52.6K	1.97%	12
2017 Q4	$4.92M	Sell	138,952 -595	-0.4%	-$20K	1.87%	12
2017 Q3	$4.7M	Sell	139,547 -455	-0.3%	-$14.6K	1.8%	14
2017 Q2	$4.43M	Sell	140,002 -11,852	-8%	-$389K	1.87%	12
2017 Q1	$5.2M	Sell	151,854 -4,186	-3%	-$147K	2.28%	11
2016 Q4	$5.61M	Buy	156,040 +5,914	+4%	+$206K	2.77%	11
2016 Q3	$5.17M	Sell	150,126 -2,110	-1%	-$71K	2.38%	11
2016 Q2	$5.06M	Sell	152,236 -18,502	-11%	-$592K	2.48%	11
2016 Q1	$5.08M	Sell	170,738 -5,694	-3%	-$155K	2.98%	13
2015 Q4	$4.96M	Sell	176,432 -43,163	-20%	-$1.34M	2.74%	10
2015 Q3	$6.38M	Sell	219,595 -7,906	-3%	-$254K	5.91%	7
2015 Q2	$8.25M	Sell	227,501 -10,243	-4%	-$396K	3.75%	10
2015 Q1	$8.93M	Sell	237,744 -14,381	-6%	-$542K	4.12%	9
2014 Q4	$9.66M	Sell	252,125 -89,919	-26%	-$3.64M	4.78%	9
2014 Q3	$15.3M	Sell	342,044 -6,352	-2%	-$306K	7.21%	6
2014 Q2	$17.4M	Sell	348,396 -6,592	-2%	-$309K	7.91%	4
2014 Q1	$15.7M	Sell	354,988 -301	-0.1%	-$12.9K	8.03%	6
2013 Q4	$15.4M	Buy	355,289 +1,022	+0.3%	+$43.6K	8.28%	3
2013 Q3	$14.7M	Sell	354,267 -39,223	-10%	-$1.6M	9.22%	1
2013 Q2	$15.1M	Buy	+393,490	New	+$15.5M	10.99%	1

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

SFG

Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Moller Wealth Partners's IGE Position: Q1 2021 in Review

Moller Wealth Partners sold out of iShares North American Natural Resources ETF (IGE) in Q1 2021, closing a stake of 8,785 shares — an estimated $205K sold.

Moller Wealth Partners first reported a position in IGE in Q2 2013 and held it in 30 quarters. The position peaked at $17.4M in Q2 2014. 117 funds tracked by Wall St. Rank hold IGE as of Q1 2021.

Moller Wealth Partners reported no remaining iShares North American Natural Resources ETF position as of Q1 2021 after selling out during the quarter.
Moller Wealth Partners sold 8,785 iShares North American Natural Resources ETF shares in Q1 2021, an estimated $205K.
Moller Wealth Partners first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 30 quarters.
Moller Wealth Partners's iShares North American Natural Resources ETF position peaked at $17.4M in Q2 2014.
117 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2021.

Based on Moller Wealth Partners's 13F filing for Q1 2021, filed 19 Apr 2021.