Newbridge Financial Services Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Newbridge Financial Services Group’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
2024 Q2	–	Sell	-4	Closed	-$170	–	1160
2024 Q1	$170	Sell	4 -186	-98%	-$7.63K	﹤0.01%	1132
2023 Q4	$7.72K	Sell	190 -69	-27%	-$2.79K	﹤0.01%	794
2023 Q3	$10.8K	Hold	259	–	–	0.01%	804
2023 Q2	$10.1K	Buy	259 +1	+0.4%	+$39	﹤0.01%	887
2023 Q1	$10.1K	Buy	258 +2	+0.8%	+$81	0.01%	911
2022 Q4	$10.4K	Sell	256 -424	-62%	-$17.2K	0.01%	910
2022 Q3	$24K	Buy	+680	New	+$25.3K	0.01%	646

Other funds holding IGE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Newbridge Financial Services Group's IGE Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of iShares North American Natural Resources ETF (IGE) in Q2 2024, closing a stake of 4 shares — an estimated $170 sold.

Newbridge Financial Services Group first reported a position in IGE in Q3 2022 and held it in 7 quarters. The position peaked at $24K in Q3 2022. 134 funds tracked by Wall St. Rank hold IGE as of Q2 2024.

Newbridge Financial Services Group reported no remaining iShares North American Natural Resources ETF position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 4 iShares North American Natural Resources ETF shares in Q2 2024, an estimated $170.
Newbridge Financial Services Group first reported a position in iShares North American Natural Resources ETF in Q3 2022 and held it in 7 quarters.
Newbridge Financial Services Group's iShares North American Natural Resources ETF position peaked at $24K in Q3 2022.
134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.