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	–	1544
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $215M AUM 30.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Sowell Financial Services's IGE Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares North American Natural Resources ETF (IGE) in Q2 2021, closing a stake of 203 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in IGE in Q4 2019 and held it in 6 quarters. The position peaked at $29K in Q4 2019. 117 funds tracked by Wall St. Rank hold IGE as of Q2 2021.

Sowell Financial Services reported no remaining iShares North American Natural Resources ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 203 iShares North American Natural Resources ETF shares in Q2 2021, an estimated $6K.
Sowell Financial Services first reported a position in iShares North American Natural Resources ETF in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's iShares North American Natural Resources ETF position peaked at $29K in Q4 2019.
117 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.