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Transparent Wealth Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

Transparent Wealth Partners’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
Q2 		– Sell
-18,836
Closed -$762K – 39
2022
Q1 		$762K Buy
+18,836
New +$690K 0.64% 27

Other funds holding IGE

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Transparent Wealth Partners's IGE Position: Q2 2022 in Review

Transparent Wealth Partners sold out of iShares North American Natural Resources ETF (IGE) in Q2 2022, closing a stake of 18,836 shares — an estimated $762K sold.

Transparent Wealth Partners first reported a position in IGE in Q1 2022 and held it in 1 quarter. The position peaked at $762K in Q1 2022. 153 funds tracked by Wall St. Rank hold IGE as of Q2 2022.

  • Transparent Wealth Partners reported no remaining iShares North American Natural Resources ETF position as of Q2 2022 after selling out during the quarter.
  • Transparent Wealth Partners sold 18,836 iShares North American Natural Resources ETF shares in Q2 2022, an estimated $762K.
  • Transparent Wealth Partners first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 1 quarter.
  • Transparent Wealth Partners's iShares North American Natural Resources ETF position peaked at $762K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2022.

Based on Transparent Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.