TCI Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-319	Closed	-$12.5K	–	1148
2023 Q1	$12.5K	Hold	319	–	–	﹤0.01%	947
2022 Q4	$13K	Hold	319	–	–	﹤0.01%	903
2022 Q3	$11K	Hold	319	–	–	﹤0.01%	966
2022 Q2	$11K	Hold	319	–	–	﹤0.01%	952
2022 Q1	$13K	Hold	319	–	–	﹤0.01%	931
2021 Q4	$10K	Hold	319	–	–	﹤0.01%	1165
2021 Q3	$9K	Hold	319	–	–	﹤0.01%	1168
2021 Q2	$10K	Hold	319	–	–	﹤0.01%	965
2021 Q1	$9K	Hold	319	–	–	﹤0.01%	911
2020 Q4	$7K	Hold	319	–	–	﹤0.01%	749
2020 Q3	$6K	Hold	319	–	–	﹤0.01%	711
2020 Q2	$7K	Hold	319	–	–	﹤0.01%	654
2020 Q1	$5K	Hold	319	–	–	﹤0.01%	713
2019 Q4	$10K	Hold	319	–	–	﹤0.01%	702
2019 Q3	$9K	Hold	319	–	–	﹤0.01%	666
2019 Q2	$10K	Hold	319	–	–	﹤0.01%	623
2019 Q1	$10K	Hold	319	–	–	﹤0.01%	630
2018 Q4	$9K	Hold	319	–	–	﹤0.01%	647
2018 Q3	$11K	Hold	319	–	–	﹤0.01%	619
2018 Q2	$12K	Hold	319	–	–	0.01%	607
2018 Q1	$11K	Hold	319	–	–	0.01%	600
2017 Q4	$11K	Hold	319	–	–	﹤0.01%	607
2017 Q3	$11K	Hold	319	–	–	0.01%	575
2017 Q2	$10K	Hold	319	–	–	0.01%	595
2017 Q1	$11K	Hold	319	–	–	0.01%	560
2016 Q4	$11K	Hold	319	–	–	0.01%	602
2016 Q3	$11K	Hold	319	–	–	0.01%	551
2016 Q2	$11K	Hold	319	–	–	0.01%	543
2016 Q1	$9K	Hold	319	–	–	0.01%	604
2015 Q4	$9K	Hold	319	–	–	0.01%	604
2015 Q3	$9K	Hold	319	–	–	0.01%	531
2015 Q2	$12K	Hold	319	–	–	0.01%	484
2015 Q1	$12K	Hold	319	–	–	0.01%	423
2014 Q4	$12K	Hold	319	–	–	0.01%	426
2014 Q3	$14K	Hold	319	–	–	0.01%	387
2014 Q2	$16K	Hold	319	–	–	0.01%	378
2014 Q1	$14K	Hold	319	–	–	0.01%	371
2013 Q4	$14K	Sell	319 -55	-15%	-$2.35K	0.01%	380
2013 Q3	$15K	Hold	374	–	–	0.01%	321
2013 Q2	$14K	Buy	+374	New	+$14.8K	0.01%	331

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

TFF

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

SFG

Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCI Wealth Advisors's IGE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q2 2023, closing a stake of 319 shares — an estimated $12.5K sold.

TCI Wealth Advisors first reported a position in IGE in Q2 2013 and held it in 40 quarters. The position peaked at $16K in Q2 2014. 142 funds tracked by Wall St. Rank hold IGE as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares North American Natural Resources ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 319 iShares North American Natural Resources ETF shares in Q2 2023, an estimated $12.5K.
TCI Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 40 quarters.
TCI Wealth Advisors's iShares North American Natural Resources ETF position peaked at $16K in Q2 2014.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.