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Wetzel Investment Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-1,000
Closed -$45K – 479
2024
Q2 		$45K Hold
1,000
– – 0.03% 254
2024
Q1 		$44.6K Hold
1,000
– – 0.03% 265
2023
Q4 		$41K Buy
+1,000
New +$40.5K 0.03% 267

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Wetzel Investment Advisors's IGE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2024, closing a stake of 1,000 shares — an estimated $45K sold.

Wetzel Investment Advisors first reported a position in IGE in Q4 2023 and held it in 3 quarters. The position peaked at $45K in Q2 2024. 133 funds tracked by Wall St. Rank hold IGE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,000 iShares North American Natural Resources ETF shares in Q3 2024, an estimated $45K.
  • Wetzel Investment Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares North American Natural Resources ETF position peaked at $45K in Q2 2024.
  • 133 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.