New England Private Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

New England Private Wealth Advisors’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
2026 Q2	$377K	Buy	6,712 +34	+0.5%	+$2.06K	0.04%	157
2026 Q1	$420K	Buy	6,678 +4	+0.1%	+$235	0.05%	140
2025 Q4	$335K	Buy	6,674 +47	+0.7%	+$2.3K	0.04%	146
2025 Q3	$325K	Buy	+6,627	New	+$308K	0.04%	145

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

New England Private Wealth Advisors's IGE Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares North American Natural Resources ETF (IGE) stake by 0.51% in Q2 2026, buying an estimated $2.06K and bringing the position to 6,712 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #157.

New England Private Wealth Advisors first reported a position in IGE in Q3 2025 and has held it in 4 quarters since. The position peaked at $420K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

New England Private Wealth Advisors held 6,712 shares of iShares North American Natural Resources ETF worth $377K as of Q2 2026.
New England Private Wealth Advisors bought 34 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $2.06K.
iShares North American Natural Resources ETF made up 0.04% of New England Private Wealth Advisors's portfolio in Q2 2026, its #157 holding.
New England Private Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q3 2025 and has held it in 4 quarters since.
New England Private Wealth Advisors's iShares North American Natural Resources ETF position peaked at $420K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.