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Morris Financial Concepts’s iShares North American Natural Resources ETF IGE Stock Holding History

Morris Financial Concepts’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
2022
Q4 		– Sell
-22
Closed -$1K – 148
2022
Q3 		$1K Hold
22
– – ﹤0.01% 110
2022
Q2 		$1K Buy
+22
New +$893 ﹤0.01% 119

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Morris Financial Concepts's IGE Position: Q4 2022 in Review

Morris Financial Concepts sold out of iShares North American Natural Resources ETF (IGE) in Q4 2022, closing a stake of 22 shares — an estimated $1K sold.

Morris Financial Concepts first reported a position in IGE in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 162 funds tracked by Wall St. Rank hold IGE as of Q4 2022.

  • Morris Financial Concepts reported no remaining iShares North American Natural Resources ETF position as of Q4 2022 after selling out during the quarter.
  • Morris Financial Concepts sold 22 iShares North American Natural Resources ETF shares in Q4 2022, an estimated $1K.
  • Morris Financial Concepts first reported a position in iShares North American Natural Resources ETF in Q2 2022 and held it in 2 quarters.
  • Morris Financial Concepts's iShares North American Natural Resources ETF position peaked at $1K in Q3 2022.
  • 162 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2022.

Based on Morris Financial Concepts's 13F filing for Q4 2022, filed 19 Jan 2023.