Sage Private Wealth Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-868	Closed	-$30K	–	113
2022 Q3	$30K	Buy	868 +10	+1%	+$372	0.04%	96
2022 Q2	$31K	Buy	858 +5	+0.6%	+$203	0.04%	93
2022 Q1	$35K	Buy	853 +5	+0.6%	+$183	0.03%	98
2021 Q4	$26K	Buy	848 +6	+0.7%	+$189	0.03%	109
2021 Q3	$25K	Buy	842 +8	+1%	+$230	0.03%	110
2021 Q2	$25K	Buy	834 +4	+0.5%	+$119	0.03%	106
2021 Q1	$23K	Buy	830 +7	+0.9%	+$185	0.04%	114
2020 Q4	$19K	Buy	+823	New	+$17.9K	0.05%	108

Other funds holding IGE

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Sage Private Wealth Group's IGE Position: Q4 2022 in Review

Sage Private Wealth Group sold out of iShares North American Natural Resources ETF (IGE) in Q4 2022, closing a stake of 868 shares — an estimated $30K sold.

Sage Private Wealth Group first reported a position in IGE in Q4 2020 and held it in 8 quarters. The position peaked at $35K in Q1 2022. 162 funds tracked by Wall St. Rank hold IGE as of Q4 2022.

Sage Private Wealth Group reported no remaining iShares North American Natural Resources ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 868 iShares North American Natural Resources ETF shares in Q4 2022, an estimated $30K.
Sage Private Wealth Group first reported a position in iShares North American Natural Resources ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's iShares North American Natural Resources ETF position peaked at $35K in Q1 2022.
162 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.