Stratford Consulting’s iShares North American Natural Resources ETF IGE Stock Holding History

Stratford Consulting’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 Q1	–	Sell	-2,538	Closed	-$76K	–	91
2019 Q4	$76K	Buy	+2,538	New	+$74K	0.02%	68
2014 Q4	–	Sell	-4,780	Closed	-$214K	–	53
2014 Q3	$214K	Buy	4,780 +17	+0.4%	+$819	0.11%	51
2014 Q2	$238K	Sell	4,763 -4,618	-49%	-$216K	0.12%	52
2014 Q1	$416K	Sell	9,381 -350	-4%	-$15K	0.23%	35
2013 Q4	$422K	Buy	9,731 +19	+0.2%	+$810	0.24%	35
2013 Q3	$402K	Sell	9,712 -52	-0.5%	-$2.12K	0.24%	32
2013 Q2	$375K	Buy	+9,764	New	+$385K	0.23%	32

Other funds holding IGE

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

SFG

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Stratford Consulting's IGE Position: Q1 2020 in Review

Stratford Consulting sold out of iShares North American Natural Resources ETF (IGE) in Q1 2020, closing a stake of 2,538 shares — an estimated $76K sold.

Stratford Consulting first reported a position in IGE in Q2 2013 and held it in 7 quarters. The position peaked at $422K in Q4 2013. 113 funds tracked by Wall St. Rank hold IGE as of Q1 2020.

Stratford Consulting reported no remaining iShares North American Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
Stratford Consulting sold 2,538 iShares North American Natural Resources ETF shares in Q1 2020, an estimated $76K.
Stratford Consulting first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 7 quarters.
Stratford Consulting's iShares North American Natural Resources ETF position peaked at $422K in Q4 2013.
113 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.