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NEPC LLC’s iShares North American Natural Resources ETF IGE Stock Holding History

NEPC LLC’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
Q4 		– Sell
-15,925
Closed -$315K – 28
2020
Q3 		$315K Hold
15,925
– – 0.22% 21
2020
Q2 		$345K Buy
15,925
+1,414
+10% +$29.4K 0.21% 23
2020
Q1 		$241K Hold
14,511
– – 0.13% 27
2019
Q4 		$437K Buy
+14,511
New +$423K 0.22% 23

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
WPWM
Windward Private Wealth Management Overland Park, Kansas $313M AUM 13.43% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

NEPC LLC's IGE Position: Q4 2020 in Review

NEPC LLC sold out of iShares North American Natural Resources ETF (IGE) in Q4 2020, closing a stake of 15,925 shares — an estimated $315K sold.

NEPC LLC first reported a position in IGE in Q4 2019 and held it in 4 quarters. The position peaked at $437K in Q4 2019. 107 funds tracked by Wall St. Rank hold IGE as of Q4 2020.

  • NEPC LLC reported no remaining iShares North American Natural Resources ETF position as of Q4 2020 after selling out during the quarter.
  • NEPC LLC sold 15,925 iShares North American Natural Resources ETF shares in Q4 2020, an estimated $315K.
  • NEPC LLC first reported a position in iShares North American Natural Resources ETF in Q4 2019 and held it in 4 quarters.
  • NEPC LLC's iShares North American Natural Resources ETF position peaked at $437K in Q4 2019.
  • 107 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2020.

Based on NEPC LLC's 13F filing for Q4 2020, filed 8 Mar 2024.