NewSquare Capital’s iShares North American Natural Resources ETF IGE Stock Holding History

NewSquare Capital’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
2023 Q1	–	Sell	-325	Closed	-$13.2K	–	922
2022 Q4	$13.2K	Hold	325	–	–	﹤0.01%	263
2022 Q3	$11K	Hold	325	–	–	﹤0.01%	250
2022 Q2	$12K	Hold	325	–	–	﹤0.01%	244
2022 Q1	$13K	Buy	+325	New	+$11.9K	﹤0.01%	254
2014 Q4	–	Sell	-405	Closed	-$18K	–	333
2014 Q3	$18K	Hold	405	–	–	0.01%	221
2014 Q2	$20K	Hold	405	–	–	0.01%	194
2014 Q1	$18K	Hold	405	–	–	0.01%	186
2013 Q4	$18K	Buy	+405	New	+$17.3K	0.01%	169

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

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

NewSquare Capital's IGE Position: Q1 2023 in Review

NewSquare Capital sold out of iShares North American Natural Resources ETF (IGE) in Q1 2023, closing a stake of 325 shares — an estimated $13.2K sold.

NewSquare Capital first reported a position in IGE in Q4 2013 and held it in 8 quarters. The position peaked at $20K in Q2 2014. 152 funds tracked by Wall St. Rank hold IGE as of Q1 2023.

NewSquare Capital reported no remaining iShares North American Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
NewSquare Capital sold 325 iShares North American Natural Resources ETF shares in Q1 2023, an estimated $13.2K.
NewSquare Capital first reported a position in iShares North American Natural Resources ETF in Q4 2013 and held it in 8 quarters.
NewSquare Capital's iShares North American Natural Resources ETF position peaked at $20K in Q2 2014.
152 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.