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White Lighthouse Investment Management’s iShares North American Natural Resources ETF IGE Stock Holding History

White Lighthouse Investment Management’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
Q4 		– Sell
-6,374
Closed -$229K – 118
2018
Q3 		$229K Sell
6,374
-750
-11% -$27.1K 0.12% 104
2018
Q2 		$263K Hold
7,124
– – 0.14% 99
2018
Q1 		$236K Sell
7,124
-350
-5% -$12.1K 0.14% 105
2017
Q4 		$265K Buy
+7,474
New +$252K 0.15% 102

Other funds holding IGE

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 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
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

White Lighthouse Investment Management's IGE Position: Q4 2018 in Review

White Lighthouse Investment Management sold out of iShares North American Natural Resources ETF (IGE) in Q4 2018, closing a stake of 6,374 shares — an estimated $229K sold.

White Lighthouse Investment Management first reported a position in IGE in Q4 2017 and held it in 4 quarters. The position peaked at $265K in Q4 2017. 131 funds tracked by Wall St. Rank hold IGE as of Q4 2018.

  • White Lighthouse Investment Management reported no remaining iShares North American Natural Resources ETF position as of Q4 2018 after selling out during the quarter.
  • White Lighthouse Investment Management sold 6,374 iShares North American Natural Resources ETF shares in Q4 2018, an estimated $229K.
  • White Lighthouse Investment Management first reported a position in iShares North American Natural Resources ETF in Q4 2017 and held it in 4 quarters.
  • White Lighthouse Investment Management's iShares North American Natural Resources ETF position peaked at $265K in Q4 2017.
  • 131 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2018.

Based on White Lighthouse Investment Management's 13F filing for Q4 2018, filed 23 Jan 2019.