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

Tompkins 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
2024 Q4	–	Sell	-4,000	Closed	-$176K	–	557
2024 Q3	$176K	Hold	4,000	–	–	0.02%	207
2024 Q2	$176K	Hold	4,000	–	–	0.02%	214
2024 Q1	$180K	Hold	4,000	–	–	0.02%	211
2023 Q4	$163K	Hold	4,000	–	–	0.02%	218
2023 Q3	$166K	Sell	4,000 -800	-17%	-$33K	0.03%	190
2023 Q2	$186K	Hold	4,800	–	–	0.03%	185
2023 Q1	$188K	Hold	4,800	–	–	0.03%	184
2022 Q4	$195K	Hold	4,800	–	–	0.03%	177
2022 Q3	$167K	Hold	4,800	–	–	0.03%	193
2022 Q2	$173K	Hold	4,800	–	–	0.03%	194
2022 Q1	$194K	Buy	+4,800	New	+$176K	0.03%	191

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

TFF

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

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

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

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

Tompkins Financial's IGE Position: Q4 2024 in Review

Tompkins Financial sold out of iShares North American Natural Resources ETF (IGE) in Q4 2024, closing a stake of 4,000 shares — an estimated $176K sold.

Tompkins Financial first reported a position in IGE in Q1 2022 and held it in 11 quarters. The position peaked at $195K in Q4 2022. 142 funds tracked by Wall St. Rank hold IGE as of Q4 2024.

Tompkins Financial reported no remaining iShares North American Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
Tompkins Financial sold 4,000 iShares North American Natural Resources ETF shares in Q4 2024, an estimated $176K.
Tompkins Financial first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 11 quarters.
Tompkins Financial's iShares North American Natural Resources ETF position peaked at $195K in Q4 2022.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.