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

TrustCore Financial Services’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
2020
Q2 		– Sell
-202
Closed -$3K – 910
2020
Q1 		$3K Buy
+202
New +$5K ﹤0.01% 741

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return

TrustCore Financial Services's IGE Position: Q2 2020 in Review

TrustCore Financial Services sold out of iShares North American Natural Resources ETF (IGE) in Q2 2020, closing a stake of 202 shares — an estimated $3K sold.

TrustCore Financial Services first reported a position in IGE in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 107 funds tracked by Wall St. Rank hold IGE as of Q2 2020.

  • TrustCore Financial Services reported no remaining iShares North American Natural Resources ETF position as of Q2 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 202 iShares North American Natural Resources ETF shares in Q2 2020, an estimated $3K.
  • TrustCore Financial Services first reported a position in iShares North American Natural Resources ETF in Q1 2020 and held it in 1 quarter.
  • TrustCore Financial Services's iShares North American Natural Resources ETF position peaked at $3K in Q1 2020.
  • 107 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2020.

Based on TrustCore Financial Services's 13F filing for Q2 2020, filed 29 Jul 2020.