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

Oxford Financial 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
2020 Q2	–	Sell	-4,295	Closed	-$71K	–	198
2020 Q1	$71K	Sell	4,295 -80,312	-95%	-$1.99M	0.01%	169
2019 Q4	$2.55M	Hold	84,607	–	–	0.71%	24
2019 Q3	$2.46M	Buy	84,607 +566	+0.7%	+$16.7K	0.78%	23
2019 Q2	$2.58M	Hold	84,041	–	–	0.85%	23
2019 Q1	$2.64M	Buy	84,041 +71,506	+570%	+$2.19M	0.94%	23
2018 Q4	$341K	Buy	+12,535	New	+$395K	0.11%	38

Other funds holding IGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

TFF

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Oxford Financial Group's IGE Position: Q2 2020 in Review

Oxford Financial Group sold out of iShares North American Natural Resources ETF (IGE) in Q2 2020, closing a stake of 4,295 shares — an estimated $71K sold.

Oxford Financial Group first reported a position in IGE in Q4 2018 and held it in 6 quarters. The position peaked at $2.64M in Q1 2019. 107 funds tracked by Wall St. Rank hold IGE as of Q2 2020.

Oxford Financial Group reported no remaining iShares North American Natural Resources ETF position as of Q2 2020 after selling out during the quarter.
Oxford Financial Group sold 4,295 iShares North American Natural Resources ETF shares in Q2 2020, an estimated $71K.
Oxford Financial Group first reported a position in iShares North American Natural Resources ETF in Q4 2018 and held it in 6 quarters.
Oxford Financial Group's iShares North American Natural Resources ETF position peaked at $2.64M in Q1 2019.
107 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2020.

Based on Oxford Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.