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Wealthspire Advisors (Maryland)’s iShares North American Natural Resources ETF IGE Stock Holding History

Wealthspire Advisors (Maryland)’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
-11,861
Closed -$197K – 459
2020
Q1 		$197K Sell
11,861
-7,715
-39% -$191K 0.02% 399
2019
Q4 		$589K Sell
19,576
-1,479
-7% -$43.1K 0.04% 248
2019
Q3 		$612K Sell
21,055
-1,981
-9% -$58.3K 0.04% 227
2019
Q2 		$707K Sell
23,036
-1,873
-8% -$57.3K 0.05% 195
2019
Q1 		$782K Sell
24,909
-1,958
-7% -$59.9K 0.06% 169
2018
Q4 		$730K Sell
26,867
-5,740
-18% -$181K 0.06% 158
2018
Q3 		$1.17M Buy
32,607
+4
+0% +$144 0.1% 123
2018
Q2 		$1.2M Sell
32,603
-287
-0.9% -$10.3K 0.11% 111
2018
Q1 		$1.09M Sell
32,890
-284
-0.9% -$9.82K 0.1% 119
2017
Q4 		$1.18M Sell
33,174
-4,884
-13% -$165K 0.11% 118
2017
Q3 		$1.28M Sell
38,058
-1,704
-4% -$54.7K 0.14% 107
2017
Q2 		$1.26M Sell
39,762
-2,092
-5% -$68.7K 0.15% 103
2017
Q1 		$1.43M Sell
41,854
-260
-0.6% -$9.15K 0.2% 78
2016
Q4 		$1.51M Buy
42,114
+440
+1% +$15.3K 0.23% 69
2016
Q3 		$1.44M Buy
41,674
+437
+1% +$14.7K 0.22% 69
2016
Q2 		$1.37M Sell
41,237
-1,882
-4% -$60.2K 0.23% 69
2016
Q1 		$1.28M Sell
43,119
-2,611
-6% -$70.9K 0.23% 72
2015
Q4 		$1.29M Buy
+45,730
New +$1.42M 0.24% 73

Other funds holding IGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $215M AUM 30.62% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IGE Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of iShares North American Natural Resources ETF (IGE) in Q2 2020, closing a stake of 11,861 shares — an estimated $197K sold.

Wealthspire Advisors (Maryland) first reported a position in IGE in Q4 2015 and held it in 18 quarters. The position peaked at $1.51M in Q4 2016. 107 funds tracked by Wall St. Rank hold IGE as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining iShares North American Natural Resources ETF position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11,861 iShares North American Natural Resources ETF shares in Q2 2020, an estimated $197K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares North American Natural Resources ETF in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s iShares North American Natural Resources ETF position peaked at $1.51M in Q4 2016.
  • 107 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.