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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stearns Financial Services Group's IGE Position: Q3 2020 in Review

Stearns Financial Services Group held its iShares North American Natural Resources ETF (IGE) position steady in Q3 2020 at 90 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Stearns Financial Services Group first reported a position in IGE in Q3 2018 and has held it in 9 quarters since. The position peaked at $42K in Q3 2018. 100 funds tracked by Wall St. Rank hold IGE as of Q3 2020.

Stearns Financial Services Group held 90 shares of iShares North American Natural Resources ETF worth $2K as of Q3 2020.
Stearns Financial Services Group left its iShares North American Natural Resources ETF share count unchanged in Q3 2020.
iShares North American Natural Resources ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #205 holding.
Stearns Financial Services Group first reported a position in iShares North American Natural Resources ETF in Q3 2018 and has held it in 9 quarters since.
Stearns Financial Services Group's iShares North American Natural Resources ETF position peaked at $42K in Q3 2018.
100 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.