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

Moran 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
2023 Q2	–	Sell	-35,839	Closed	-$1.4M	–	398
2023 Q1	$1.4M	Sell	35,839 -1,255	-3%	-$50.6K	0.05%	242
2022 Q4	$1.51M	Buy	+37,094	New	+$1.51M	0.06%	235

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

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

SFG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moran Wealth Management's IGE Position: Q2 2023 in Review

Moran Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q2 2023, closing a stake of 35,839 shares — an estimated $1.4M sold.

Moran Wealth Management first reported a position in IGE in Q4 2022 and held it in 2 quarters. The position peaked at $1.51M in Q4 2022. 142 funds tracked by Wall St. Rank hold IGE as of Q2 2023.

Moran Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q2 2023 after selling out during the quarter.
Moran Wealth Management sold 35,839 iShares North American Natural Resources ETF shares in Q2 2023, an estimated $1.4M.
Moran Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2022 and held it in 2 quarters.
Moran Wealth Management's iShares North American Natural Resources ETF position peaked at $1.51M in Q4 2022.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.