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Causey Wealth LLC’s iShares Global Infrastructure ETF IGF Stock Holding History

Causey Wealth LLC’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
2026
Q2 		$215K Buy
3,222
+130
+4% +$8.73K 0.08% 79
2026
Q1 		$207K Buy
+3,092
New +$203K 0.09% 80
2025
Q1 		– Sell
-5,087
Closed -$266K – 67
2024
Q4 		$266K Buy
+5,087
New +$275K 0.15% 61

Other funds holding IGF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 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 $199B AUM 37.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Causey Wealth LLC's IGF Position: Q2 2026 in Review

Causey Wealth LLC increased its iShares Global Infrastructure ETF (IGF) stake by 4.2% in Q2 2026, buying an estimated $8.73K and bringing the position to 3,222 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #79.

Causey Wealth LLC first reported a position in IGF in Q4 2024 and has held it in 3 quarters since. The position peaked at $266K in Q4 2024. 433 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

  • Causey Wealth LLC held 3,222 shares of iShares Global Infrastructure ETF worth $215K as of Q2 2026.
  • Causey Wealth LLC bought 130 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $8.73K.
  • iShares Global Infrastructure ETF made up 0.08% of Causey Wealth LLC's portfolio in Q2 2026, its #79 holding.
  • Causey Wealth LLC first reported a position in iShares Global Infrastructure ETF in Q4 2024 and has held it in 3 quarters since.
  • Causey Wealth LLC's iShares Global Infrastructure ETF position peaked at $266K in Q4 2024.
  • 433 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.