Atlas Private Wealth Management’s iShares Global Infrastructure ETF IGF Stock Holding History

Atlas Private Wealth Management’s Portfolio IGF Stock Details IGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,517	Closed	-$307K	–	121
2023 Q4	$307K	Sell	6,517 -6,872	-51%	-$305K	0.14%	102
2023 Q3	$580K	Buy	13,389 +639	+5%	+$29.4K	0.31%	85
2023 Q2	$599K	Buy	12,750 +241	+2%	+$11.5K	0.32%	86
2023 Q1	$597K	Buy	12,509 +1,471	+13%	+$69.6K	0.36%	83
2022 Q4	$506K	Sell	11,038 -456	-4%	-$20.5K	0.23%	82
2022 Q3	$481K	Buy	11,494 +908	+9%	+$42.8K	0.35%	79
2022 Q2	$495K	Buy	+10,586	New	+$524K	0.34%	84

Other funds holding IGF

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Atlas Private Wealth Management's IGF Position: Q1 2024 in Review

Atlas Private Wealth Management sold out of iShares Global Infrastructure ETF (IGF) in Q1 2024, closing a stake of 6,517 shares — an estimated $307K sold.

Atlas Private Wealth Management first reported a position in IGF in Q2 2022 and held it in 7 quarters. The position peaked at $599K in Q2 2023. 264 funds tracked by Wall St. Rank hold IGF as of Q1 2024.

Atlas Private Wealth Management reported no remaining iShares Global Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Management sold 6,517 iShares Global Infrastructure ETF shares in Q1 2024, an estimated $307K.
Atlas Private Wealth Management first reported a position in iShares Global Infrastructure ETF in Q2 2022 and held it in 7 quarters.
Atlas Private Wealth Management's iShares Global Infrastructure ETF position peaked at $599K in Q2 2023.
264 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.