SFSG
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Stearns Financial Services Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Stearns Financial Services 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
2020
Q3 		$2K Hold
90
– – ﹤0.01% 205
2020
Q2 		$2K Hold
90
– – ﹤0.01% 190
2020
Q1 		$1K Hold
90
– – ﹤0.01% 204
2019
Q4 		$3K Hold
90
– – ﹤0.01% 181
2019
Q3 		$3K Sell
90
-552
-86% -$16.3K ﹤0.01% 166
2019
Q2 		$20K Buy
642
+4
+0.6% +$122 ﹤0.01% 154
2019
Q1 		$20K Sell
638
-561
-47% -$17.2K ﹤0.01% 158
2018
Q4 		$33K Buy
1,199
+15
+1% +$473 0.01% 153
2018
Q3 		$42K Buy
+1,184
New +$42.8K 0.01% 147

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return