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

MYCIO 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 Q3	–	Sell	-280	Closed	-$9K	–	43
2021 Q2	$9K	Hold	280	–	–	﹤0.01%	43
2021 Q1	$8K	Hold	280	–	–	﹤0.01%	42
2020 Q4	$7K	Hold	280	–	–	﹤0.01%	38
2020 Q3	$6K	Hold	280	–	–	﹤0.01%	32
2020 Q2	$6K	Hold	280	–	–	﹤0.01%	35
2020 Q1	$5K	Sell	280 -168	-38%	-$4.16K	﹤0.01%	30
2019 Q4	$13K	Sell	448 -300	-40%	-$8.75K	﹤0.01%	451
2019 Q3	$22K	Hold	748	–	–	﹤0.01%	403
2019 Q2	$23K	Buy	+748	New	+$22.9K	﹤0.01%	368
2016 Q4	–	Sell	-280	Closed	-$10K	–	422
2016 Q3	$10K	Buy	+280	New	+$9.42K	﹤0.01%	570
2015 Q4	–	Sell	-531	Closed	-$15K	–	771
2015 Q3	$15K	Buy	+531	New	+$17.1K	﹤0.01%	498
2013 Q3	–	Sell	-925	Closed	-$35K	–	546
2013 Q2	$35K	Buy	+925	New	+$36.5K	0.01%	269

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

SFG

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

MYCIO Wealth Partners's IGE Position: Q3 2021 in Review

MYCIO Wealth Partners sold out of iShares North American Natural Resources ETF (IGE) in Q3 2021, closing a stake of 280 shares — an estimated $9K sold.

MYCIO Wealth Partners first reported a position in IGE in Q2 2013 and held it in 12 quarters. The position peaked at $35K in Q2 2013. 110 funds tracked by Wall St. Rank hold IGE as of Q3 2021.

MYCIO Wealth Partners reported no remaining iShares North American Natural Resources ETF position as of Q3 2021 after selling out during the quarter.
MYCIO Wealth Partners sold 280 iShares North American Natural Resources ETF shares in Q3 2021, an estimated $9K.
MYCIO Wealth Partners first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 12 quarters.
MYCIO Wealth Partners's iShares North American Natural Resources ETF position peaked at $35K in Q2 2013.
110 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2021.

Based on MYCIO Wealth Partners's 13F filing for Q3 2021, filed 10 Nov 2021.