Plante Moran Financial Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Plante Moran Financial 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
2016 Q2	–	Sell	-7,080	Closed	-$210K	–	918
2016 Q1	$210K	Hold	7,080	–	–	0.16%	101
2015 Q4	$199K	Hold	7,080	–	–	0.15%	111
2015 Q3	$206K	Hold	7,080	–	–	0.16%	103
2015 Q2	$257K	Sell	7,080 -7,000	-50%	-$271K	0.18%	93
2015 Q1	$529K	Buy	+14,080	New	+$531K	0.37%	62

Other funds holding IGE

Envestnet Asset Management

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

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

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

Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return