Anfield Capital Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Anfield Capital Management’s Portfolio GRID Stock Details GRID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-42	Closed	-$4.75K	–	531
2025 Q1	$4.75K	Hold	42	–	–	﹤0.01%	331
2024 Q4	$5.01K	Hold	42	–	–	﹤0.01%	317
2024 Q3	$5.34K	Hold	42	–	–	﹤0.01%	309
2024 Q2	$4.85K	Hold	42	–	–	﹤0.01%	267
2024 Q1	$4.81K	Buy	+42	New	+$4.46K	﹤0.01%	210

Other funds holding GRID

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Anfield Capital Management's GRID Position: Q2 2025 in Review

Anfield Capital Management sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2025, closing a stake of 42 shares — an estimated $4.75K sold.

Anfield Capital Management first reported a position in GRID in Q1 2024 and held it in 5 quarters. The position peaked at $5.34K in Q3 2024. 314 funds tracked by Wall St. Rank hold GRID as of Q2 2025.

Anfield Capital Management reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2025 after selling out during the quarter.
Anfield Capital Management sold 42 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2025, an estimated $4.75K.
Anfield Capital Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2024 and held it in 5 quarters.
Anfield Capital Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $5.34K in Q3 2024.
314 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2025.

Based on Anfield Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.