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

Teamwork Financial 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
2022 Q3	–	Sell	-36,017	Closed	-$1.3M	–	213
2022 Q2	$1.3M	Sell	36,017 -1,104	-3%	-$44.8K	0.28%	69
2022 Q1	$1.5M	Buy	+37,121	New	+$1.36M	0.28%	65

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

Teamwork Financial Advisors's IGE Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2022, closing a stake of 36,017 shares — an estimated $1.3M sold.

Teamwork Financial Advisors first reported a position in IGE in Q1 2022 and held it in 2 quarters. The position peaked at $1.5M in Q1 2022. 147 funds tracked by Wall St. Rank hold IGE as of Q3 2022.

Teamwork Financial Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 36,017 iShares North American Natural Resources ETF shares in Q3 2022, an estimated $1.3M.
Teamwork Financial Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 2 quarters.
Teamwork Financial Advisors's iShares North American Natural Resources ETF position peaked at $1.5M in Q1 2022.
147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.