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

Stifel Financial’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
2026 Q1	$224K	Buy	+3,559	New	+$209K	﹤0.01%	3356
2025 Q3	–	Sell	-6,736	Closed	-$298K	–	3590
2025 Q2	$298K	Sell	6,736 -9,267	-58%	-$397K	﹤0.01%	3053
2025 Q1	$728K	Buy	16,003 +10,819	+209%	+$482K	﹤0.01%	2433
2024 Q4	$222K	Sell	5,184 -149	-3%	-$6.74K	﹤0.01%	3119
2024 Q3	$235K	Buy	5,333 +25	+0.5%	+$1.1K	﹤0.01%	3077
2024 Q2	$234K	Sell	5,308 -13,103	-71%	-$588K	﹤0.01%	3038
2024 Q1	$828K	Sell	18,411 -14,910	-45%	-$612K	﹤0.01%	2308
2023 Q4	$1.36M	Sell	33,321 -8,022	-19%	-$325K	﹤0.01%	1945
2023 Q3	$1.72M	Buy	41,343 +15,780	+62%	+$650K	﹤0.01%	1689
2023 Q2	$992K	Sell	25,563 -63,764	-71%	-$2.47M	﹤0.01%	2085
2023 Q1	$3.5M	Sell	89,327 -1,415	-2%	-$57.1K	0.01%	1231
2022 Q4	$3.69M	Sell	90,742 -549	-0.6%	-$22.3K	0.01%	1148
2022 Q3	$3.17M	Buy	91,291 +25,515	+39%	+$950K	0.01%	1186
2022 Q2	$2.37M	Sell	65,776 -16,876	-20%	-$685K	﹤0.01%	1388
2022 Q1	$3.34M	Buy	+82,652	New	+$3.03M	﹤0.01%	1277
2017 Q2	–	Sell	-23,742	Closed	-$813K	–	2586
2017 Q1	$813K	Sell	23,742 -1,434	-6%	-$50.4K	﹤0.01%	1544
2016 Q4	$904K	Buy	25,176 +3,529	+16%	+$123K	﹤0.01%	1443
2016 Q3	$745K	Buy	+21,647	New	+$728K	﹤0.01%	1501
2015 Q1	–	Sell	-8,809	Closed	-$337K	–	2352
2014 Q4	$337K	Buy	8,809 +2,781	+46%	+$113K	﹤0.01%	1807
2014 Q3	$270K	Sell	6,028 -512	-8%	-$24.7K	﹤0.01%	1849
2014 Q2	$327K	Buy	6,540 +255	+4%	+$11.9K	﹤0.01%	1728
2014 Q1	$278K	Buy	+6,285	New	+$269K	﹤0.01%	1765

Other funds holding IGE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stifel Financial's IGE Position: Q1 2026 in Review

Stifel Financial opened a new position in iShares North American Natural Resources ETF (IGE) in Q1 2026: 3,559 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #3356 among its holdings. This is a return to the name: Stifel Financial previously reported a position in IGE as recently as Q2 2025.

Stifel Financial first reported a position in IGE in Q1 2014 and has held it in 22 quarters since. The position peaked at $3.69M in Q4 2022. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Stifel Financial held 3,559 shares of iShares North American Natural Resources ETF worth $224K as of Q1 2026.
iShares North American Natural Resources ETF was a new Stifel Financial position in Q1 2026.
iShares North American Natural Resources ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3356 holding.
Stifel Financial first reported a position in iShares North American Natural Resources ETF in Q1 2014 and has held it in 22 quarters since.
Stifel Financial's iShares North American Natural Resources ETF position peaked at $3.69M in Q4 2022.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.