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

Baystate 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
2023 Q4	$14.2K	Buy	302 +150	+99%	+$6.67K	﹤0.01%	647
2023 Q3	$6.58K	Buy	+152	New	+$6.99K	﹤0.01%	650
2021 Q4	–	Sell	-35	Closed	-$2K	–	914
2021 Q3	$2K	Hold	35	–	–	﹤0.01%	684
2021 Q2	$2K	Buy	+35	New	+$1.63K	﹤0.01%	657

Other funds holding IGF

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return

Baystate Wealth Management's IGF Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Global Infrastructure ETF (IGF) stake by 99% in Q4 2023, buying an estimated $6.67K and bringing the position to 302 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Baystate Wealth Management first reported a position in IGF in Q2 2021 and has held it in 4 quarters since. 283 funds tracked by Wall St. Rank hold IGF as of Q4 2023.

Baystate Wealth Management held 302 shares of iShares Global Infrastructure ETF worth $14.2K as of Q4 2023.
Baystate Wealth Management bought 150 iShares Global Infrastructure ETF shares in Q4 2023, an estimated $6.67K.
iShares Global Infrastructure ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #647 holding.
Baystate Wealth Management first reported a position in iShares Global Infrastructure ETF in Q2 2021 and has held it in 4 quarters since.
283 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.