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One Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

One 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
2023
Q1 		– Sell
-3,418
Closed -$139K – 388
2022
Q4 		$139K Buy
+3,418
New +$139K 0.03% 246

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
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

One Wealth Advisors's IGE Position: Q1 2023 in Review

One Wealth Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q1 2023, closing a stake of 3,418 shares — an estimated $139K sold.

One Wealth Advisors first reported a position in IGE in Q4 2022 and held it in 1 quarter. The position peaked at $139K in Q4 2022. 152 funds tracked by Wall St. Rank hold IGE as of Q1 2023.

  • One Wealth Advisors reported no remaining iShares North American Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 3,418 iShares North American Natural Resources ETF shares in Q1 2023, an estimated $139K.
  • One Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's iShares North American Natural Resources ETF position peaked at $139K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.