Transce3nd’s iShares North American Natural Resources ETF IGE Stock Holding History

Transce3nd’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
2025 Q1	–	Sell	-50	Closed	-$2.14K	–	1372
2024 Q4	$2.14K	Buy	+50	New	+$2.26K	﹤0.01%	1097

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

TFF

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

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

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

Transce3nd's IGE Position: Q1 2025 in Review

Transce3nd sold out of iShares North American Natural Resources ETF (IGE) in Q1 2025, closing a stake of 50 shares — an estimated $2.14K sold.

Transce3nd first reported a position in IGE in Q4 2024 and held it in 1 quarter. The position peaked at $2.14K in Q4 2024. 147 funds tracked by Wall St. Rank hold IGE as of Q1 2025.

Transce3nd reported no remaining iShares North American Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 50 iShares North American Natural Resources ETF shares in Q1 2025, an estimated $2.14K.
Transce3nd first reported a position in iShares North American Natural Resources ETF in Q4 2024 and held it in 1 quarter.
Transce3nd's iShares North American Natural Resources ETF position peaked at $2.14K in Q4 2024.
147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.