VIA
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Virtus Investment Advisers’s iShares North American Natural Resources ETF IGE Stock Holding History

Virtus Investment Advisers’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
2018
Q1 		– Sell
-220,076
Closed -$7.8M – 219
2017
Q4 		$7.8M Sell
220,076
-10,616
-5% -$358K 0.85% 26
2017
Q3 		$7.77M Sell
230,692
-31,924
-12% -$1.02M 0.82% 25
2017
Q2 		$8.31M Sell
262,616
-18,118
-6% -$595K 0.81% 28
2017
Q1 		$9.62M Sell
280,734
-15,262
-5% -$537K 0.85% 25
2016
Q4 		$10.6M Sell
295,996
-12,914
-4% -$450K 0.82% 23
2016
Q3 		$10.6M Buy
+308,910
New +$10.4M 0.68% 29

Other funds holding IGE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return