SFS
IGE icon

Sowell Financial Services’s iShares North American Natural Resources ETF IGE Stock Holding History

Sowell Financial Services’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
-203
Closed -$6K – 1545
2021
Q1 		$6K Sell
203
-203
-50% -$5.37K ﹤0.01% 2528
2020
Q4 		$9K Sell
406
-550
-58% -$12K ﹤0.01% 2061
2020
Q3 		$19K Hold
956
– – ﹤0.01% 1581
2020
Q2 		$21K Hold
956
– – ﹤0.01% 1438
2020
Q1 		$16K Hold
956
– – ﹤0.01% 1456
2019
Q4 		$29K Buy
+956
New +$27.9K ﹤0.01% 1313

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 $5.7T 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 $528B 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 $501B 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