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

Principal 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
2024 Q4	–	Sell	-34,825	Closed	-$1.53M	–	2228
2024 Q3	$1.53M	Sell	34,825 -4,500	-11%	-$198K	﹤0.01%	1802
2024 Q2	$1.73M	Hold	39,325	–	–	﹤0.01%	1792
2024 Q1	$1.77M	Sell	39,325 -66,000	-63%	-$2.71M	﹤0.01%	1795
2023 Q4	$4.29M	Hold	105,325	–	–	﹤0.01%	1613
2023 Q3	$4.38M	Hold	105,325	–	–	﹤0.01%	1582
2023 Q2	$4.09M	Sell	105,325 -8,600	-8%	-$332K	﹤0.01%	1609
2023 Q1	$4.46M	Buy	+113,925	New	+$4.6M	﹤0.01%	1567

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TFF

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Principal Financial Group's IGE Position: Q4 2024 in Review

Principal Financial Group sold out of iShares North American Natural Resources ETF (IGE) in Q4 2024, closing a stake of 34,825 shares — an estimated $1.53M sold.

Principal Financial Group first reported a position in IGE in Q1 2023 and held it in 7 quarters. The position peaked at $4.46M in Q1 2023. 142 funds tracked by Wall St. Rank hold IGE as of Q4 2024.

Principal Financial Group reported no remaining iShares North American Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
Principal Financial Group sold 34,825 iShares North American Natural Resources ETF shares in Q4 2024, an estimated $1.53M.
Principal Financial Group first reported a position in iShares North American Natural Resources ETF in Q1 2023 and held it in 7 quarters.
Principal Financial Group's iShares North American Natural Resources ETF position peaked at $4.46M in Q1 2023.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2024.

Based on Principal Financial Group's 13F filing for Q4 2024, filed 31 Jan 2025.