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

Perennial 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
2021
Q2 		– Sell
-25
Closed -$1K – 302
2021
Q1 		$1K Buy
+25
New +$662 ﹤0.01% 289

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Perennial Advisors's IGE Position: Q2 2021 in Review

Perennial Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

Perennial Advisors first reported a position in IGE in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 117 funds tracked by Wall St. Rank hold IGE as of Q2 2021.

  • Perennial Advisors reported no remaining iShares North American Natural Resources ETF position as of Q2 2021 after selling out during the quarter.
  • Perennial Advisors sold 25 iShares North American Natural Resources ETF shares in Q2 2021, an estimated $1K.
  • Perennial Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2021 and held it in 1 quarter.
  • Perennial Advisors's iShares North American Natural Resources ETF position peaked at $1K in Q1 2021.
  • 117 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2021.

Based on Perennial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.