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Orion Portfolio Solutions’s iShares North American Natural Resources ETF IGE Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-86
Closed -$2K – 1188
2020
Q2 		$2K Hold
86
– – ﹤0.01% 1773
2020
Q1 		$1K Hold
86
– – ﹤0.01% 1734
2019
Q4 		$3K Buy
+86
New +$2.51K ﹤0.01% 1406

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Orion Portfolio Solutions's IGE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares North American Natural Resources ETF (IGE) in Q3 2020, closing a stake of 86 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in IGE in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 100 funds tracked by Wall St. Rank hold IGE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares North American Natural Resources ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 86 iShares North American Natural Resources ETF shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in iShares North American Natural Resources ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's iShares North American Natural Resources ETF position peaked at $3K in Q4 2019.
  • 100 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.