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Omnia Family Wealth’s iShares North American Natural Resources ETF IGE Stock Holding History

Omnia Family Wealth’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
Q3 		– Sell
-101,946
Closed -$4.49M – 85
2024
Q2 		$4.49M Buy
101,946
+2,659
+3% +$119K 1.9% 16
2024
Q1 		$4.47M Buy
+99,287
New +$4.07M 2.09% 13

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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

Omnia Family Wealth's IGE Position: Q3 2024 in Review

Omnia Family Wealth sold out of iShares North American Natural Resources ETF (IGE) in Q3 2024, closing a stake of 101,946 shares — an estimated $4.49M sold.

Omnia Family Wealth first reported a position in IGE in Q1 2024 and held it in 2 quarters. The position peaked at $4.49M in Q2 2024. 133 funds tracked by Wall St. Rank hold IGE as of Q3 2024.

  • Omnia Family Wealth reported no remaining iShares North American Natural Resources ETF position as of Q3 2024 after selling out during the quarter.
  • Omnia Family Wealth sold 101,946 iShares North American Natural Resources ETF shares in Q3 2024, an estimated $4.49M.
  • Omnia Family Wealth first reported a position in iShares North American Natural Resources ETF in Q1 2024 and held it in 2 quarters.
  • Omnia Family Wealth's iShares North American Natural Resources ETF position peaked at $4.49M in Q2 2024.
  • 133 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2024.

Based on Omnia Family Wealth's 13F filing for Q3 2024, filed 6 Nov 2024.