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

Rise 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
2024 Q2	–	Sell	-286	Closed	-$12.9K	–	1246
2024 Q1	$12.9K	Buy	286 +2	+0.7%	+$82	0.01%	960
2023 Q4	$11.6K	Sell	284 -346	-55%	-$14K	0.01%	308
2023 Q3	$26.2K	Hold	630	–	–	0.02%	200
2023 Q2	$24.5K	Buy	630 +4	+0.6%	+$155	0.02%	216
2023 Q1	$24.5K	Buy	626 +4	+0.6%	+$161	0.02%	227
2022 Q4	$25.3K	Buy	622 +6	+1%	+$244	0.02%	220
2022 Q3	$21K	Buy	616 +7	+1%	+$261	0.02%	238
2022 Q2	$22K	Buy	609 +3	+0.5%	+$122	0.02%	227
2022 Q1	$25K	Buy	606 +4	+0.7%	+$147	0.02%	219
2021 Q4	$19K	Buy	+602	New	+$19K	0.02%	253

Other funds holding IGE

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Rise Advisors's IGE Position: Q2 2024 in Review

Rise Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q2 2024, closing a stake of 286 shares — an estimated $12.9K sold.

Rise Advisors first reported a position in IGE in Q4 2021 and held it in 10 quarters. The position peaked at $26.2K in Q3 2023. 134 funds tracked by Wall St. Rank hold IGE as of Q2 2024.

Rise Advisors reported no remaining iShares North American Natural Resources ETF position as of Q2 2024 after selling out during the quarter.
Rise Advisors sold 286 iShares North American Natural Resources ETF shares in Q2 2024, an estimated $12.9K.
Rise Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2021 and held it in 10 quarters.
Rise Advisors's iShares North American Natural Resources ETF position peaked at $26.2K in Q3 2023.
134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.