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

Surevest’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
2022 Q3	$54K	Buy	1,562 +13	+0.8%	+$484	0.01%	184
2022 Q2	$56K	Buy	1,549 +6	+0.4%	+$244	0.01%	195
2022 Q1	$62K	Buy	1,543 +5	+0.3%	+$183	0.02%	178
2021 Q4	$48K	Buy	+1,538	New	+$48.5K	0.01%	189

Other funds holding IGE

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

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TFF

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

Surevest's IGE Position: Q3 2022 in Review

Surevest increased its iShares North American Natural Resources ETF (IGE) stake by 0.84% in Q3 2022, buying an estimated $484 and bringing the position to 1,562 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #184.

Surevest first reported a position in IGE in Q4 2021 and has held it in 4 quarters since. The position peaked at $62K in Q1 2022. 147 funds tracked by Wall St. Rank hold IGE as of Q3 2022.

Surevest held 1,562 shares of iShares North American Natural Resources ETF worth $54K as of Q3 2022.
Surevest bought 13 iShares North American Natural Resources ETF shares in Q3 2022, an estimated $484.
iShares North American Natural Resources ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #184 holding.
Surevest first reported a position in iShares North American Natural Resources ETF in Q4 2021 and has held it in 4 quarters since.
Surevest's iShares North American Natural Resources ETF position peaked at $62K in Q1 2022.
147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.