Tortoise Investment Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-165	Closed	-$6K	–	785
2022 Q3	$6K	Buy	+165	New	+$6.14K	﹤0.01%	586
2014 Q2	–	Sell	-190	Closed	-$8K	–	432
2014 Q1	$8K	Buy	+190	New	+$8.14K	﹤0.01%	282

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

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

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Tortoise Investment Management's IGE Position: Q4 2022 in Review

Tortoise Investment Management sold out of iShares North American Natural Resources ETF (IGE) in Q4 2022, closing a stake of 165 shares — an estimated $6K sold.

Tortoise Investment Management first reported a position in IGE in Q1 2014 and held it in 2 quarters. The position peaked at $8K in Q1 2014. 162 funds tracked by Wall St. Rank hold IGE as of Q4 2022.

Tortoise Investment Management reported no remaining iShares North American Natural Resources ETF position as of Q4 2022 after selling out during the quarter.
Tortoise Investment Management sold 165 iShares North American Natural Resources ETF shares in Q4 2022, an estimated $6K.
Tortoise Investment Management first reported a position in iShares North American Natural Resources ETF in Q1 2014 and held it in 2 quarters.
Tortoise Investment Management's iShares North American Natural Resources ETF position peaked at $8K in Q1 2014.
162 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2022.

Based on Tortoise Investment Management's 13F filing for Q4 2022, filed 3 Feb 2023.