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Beam Wealth Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History

Beam Wealth Advisors’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
2025
Q2 		– Sell
-34,285
Closed -$1.87M – 111
2025
Q1 		$1.87M Sell
34,285
-637
-2% -$34.2K 0.63% 40
2024
Q4 		$1.83M Sell
34,922
-2,295
-6% -$124K 0.58% 43
2024
Q3 		$2.03M Buy
37,217
+2,383
+7% +$122K 0.61% 36
2024
Q2 		$1.67M Buy
34,834
+1,705
+5% +$82.7K 0.56% 40
2024
Q1 		$1.58M Buy
33,129
+314
+1% +$14.4K 0.95% 25
2023
Q4 		$1.54M Buy
32,815
+3,539
+12% +$157K 0.98% 26
2023
Q3 		$1.27M Buy
+29,276
New +$1.35M 0.9% 28

Other funds holding IGF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Beam Wealth Advisors's IGF Position: Q2 2025 in Review

Beam Wealth Advisors sold out of iShares Global Infrastructure ETF (IGF) in Q2 2025, closing a stake of 34,285 shares — an estimated $1.87M sold.

Beam Wealth Advisors first reported a position in IGF in Q3 2023 and held it in 7 quarters. The position peaked at $2.03M in Q3 2024. 346 funds tracked by Wall St. Rank hold IGF as of Q2 2025.

  • Beam Wealth Advisors reported no remaining iShares Global Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 34,285 iShares Global Infrastructure ETF shares in Q2 2025, an estimated $1.87M.
  • Beam Wealth Advisors first reported a position in iShares Global Infrastructure ETF in Q3 2023 and held it in 7 quarters.
  • Beam Wealth Advisors's iShares Global Infrastructure ETF position peaked at $2.03M in Q3 2024.
  • 346 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2025.

Based on Beam Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.