Money Concepts Capital’s iShares North American Natural Resources ETF IGE Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-2,038	Closed	-$82.8K	–	1643
2022 Q4	$82.8K	Buy	2,038 +1,859	+1,039%	+$75.5K	﹤0.01%	1051
2022 Q3	$6K	Buy	179 +2	+1%	+$74	﹤0.01%	1173
2022 Q2	$6K	Sell	177 -1,842	-91%	-$74.8K	﹤0.01%	1137
2022 Q1	$82K	Buy	+2,019	New	+$74K	﹤0.01%	1056

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

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

TFF

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

Money Concepts Capital's IGE Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares North American Natural Resources ETF (IGE) in Q1 2023, closing a stake of 2,038 shares — an estimated $82.8K sold.

Money Concepts Capital first reported a position in IGE in Q1 2022 and held it in 4 quarters. The position peaked at $82.8K in Q4 2022. 152 funds tracked by Wall St. Rank hold IGE as of Q1 2023.

Money Concepts Capital reported no remaining iShares North American Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,038 iShares North American Natural Resources ETF shares in Q1 2023, an estimated $82.8K.
Money Concepts Capital first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's iShares North American Natural Resources ETF position peaked at $82.8K in Q4 2022.
152 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.