Beam Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Beam Wealth Advisors’s Portfolio IFRA Stock Details IFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,088	Closed	-$339K	–	109
2023 Q1	$339K	Sell	9,088 -395	-4%	-$14.9K	0.34%	63
2022 Q4	$344K	Buy	+9,483	New	+$339K	0.36%	62

Other funds holding IFRA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Beam Wealth Advisors's IFRA Position: Q2 2023 in Review

Beam Wealth Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q2 2023, closing a stake of 9,088 shares — an estimated $339K sold.

Beam Wealth Advisors first reported a position in IFRA in Q4 2022 and held it in 2 quarters. The position peaked at $344K in Q4 2022. 325 funds tracked by Wall St. Rank hold IFRA as of Q2 2023.

Beam Wealth Advisors reported no remaining iShares US Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
Beam Wealth Advisors sold 9,088 iShares US Infrastructure ETF shares in Q2 2023, an estimated $339K.
Beam Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 2 quarters.
Beam Wealth Advisors's iShares US Infrastructure ETF position peaked at $344K in Q4 2022.
325 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2023.

Based on Beam Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.