Moloney Securities Asset Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Moloney Securities Asset 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
2020 Q1	–	Sell	-6,786	Closed	-$204K	–	315
2019 Q4	$204K	Buy	+6,786	New	+$198K	0.06%	323
2019 Q3	–	Sell	-8,117	Closed	-$249K	–	342
2019 Q2	$249K	Sell	8,117 -54	-0.7%	-$1.65K	0.08%	244
2019 Q1	$256K	Hold	8,171	–	–	0.09%	239
2018 Q4	$222K	Sell	8,171 -75	-0.9%	-$2.36K	0.09%	235
2018 Q3	$296K	Sell	8,246 -140	-2%	-$5.06K	0.1%	213
2018 Q2	$309K	Sell	8,386 -200	-2%	-$7.21K	0.12%	203
2018 Q1	$284K	Hold	8,586	–	–	0.12%	210
2017 Q4	$304K	Buy	8,586 +532	+7%	+$17.9K	0.13%	191
2017 Q3	$271K	Sell	8,054 -612	-7%	-$19.6K	0.12%	199
2017 Q2	$274K	Hold	8,666	–	–	0.14%	188
2017 Q1	$297K	Buy	8,666 +1	+0%	+$35	0.15%	177
2016 Q4	$312K	Buy	+8,665	New	+$302K	0.19%	148

Other funds holding IGE

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

SFG

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Moloney Securities Asset Management's IGE Position: Q1 2020 in Review

Moloney Securities Asset Management sold out of iShares North American Natural Resources ETF (IGE) in Q1 2020, closing a stake of 6,786 shares — an estimated $204K sold.

Moloney Securities Asset Management first reported a position in IGE in Q4 2016 and held it in 12 quarters. The position peaked at $312K in Q4 2016. 113 funds tracked by Wall St. Rank hold IGE as of Q1 2020.

Moloney Securities Asset Management reported no remaining iShares North American Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
Moloney Securities Asset Management sold 6,786 iShares North American Natural Resources ETF shares in Q1 2020, an estimated $204K.
Moloney Securities Asset Management first reported a position in iShares North American Natural Resources ETF in Q4 2016 and held it in 12 quarters.
Moloney Securities Asset Management's iShares North American Natural Resources ETF position peaked at $312K in Q4 2016.
113 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2020.

Based on Moloney Securities Asset Management's 13F filing for Q1 2020, filed 8 May 2020.