Vontobel Swiss Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Vontobel Swiss Wealth Advisors’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 Q3	–	Sell	-11,485	Closed	-$249K	–	71
2020 Q2	$249K	Hold	11,485	–	–	0.16%	76
2020 Q1	$191K	Hold	11,485	–	–	0.15%	84
2019 Q4	$346K	Hold	11,485	–	–	0.23%	76
2019 Q3	$334K	Hold	11,485	–	–	0.22%	79
2019 Q2	$353K	Buy	+11,485	New	+$351K	0.19%	94

Other funds holding IGE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

TFF

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's IGE Position: Q3 2020 in Review

Vontobel Swiss Wealth Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2020, closing a stake of 11,485 shares — an estimated $249K sold.

Vontobel Swiss Wealth Advisors first reported a position in IGE in Q2 2019 and held it in 5 quarters. The position peaked at $353K in Q2 2019. 100 funds tracked by Wall St. Rank hold IGE as of Q3 2020.

Vontobel Swiss Wealth Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 11,485 iShares North American Natural Resources ETF shares in Q3 2020, an estimated $249K.
Vontobel Swiss Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2019 and held it in 5 quarters.
Vontobel Swiss Wealth Advisors's iShares North American Natural Resources ETF position peaked at $353K in Q2 2019.
100 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.