CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History

CLA (CliftonLarsonAllen) 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
2023 Q1	–	Sell	-13,007	Closed	-$596K	–	196
2022 Q4	$596K	Buy	+13,007	New	+$585K	0.02%	159
2016 Q3	–	Sell	-21,473	Closed	-$869K	–	128
2016 Q2	$869K	Buy	21,473 +4,756	+28%	+$188K	0.13%	81
2016 Q1	$653K	Sell	16,717 -48,012	-74%	-$1.73M	0.1%	82
2015 Q4	$2.33M	Buy	64,729 +16,351	+34%	+$622K	0.39%	45
2015 Q3	$1.82M	Buy	48,378 +28,779	+147%	+$1.14M	0.34%	49
2015 Q2	$796K	Buy	+19,599	New	+$841K	0.16%	79

Other funds holding IGF

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CCA

Column Capital Advisors Indianapolis, Indiana $680M AUM 15.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IGF Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Global Infrastructure ETF (IGF) in Q1 2023, closing a stake of 13,007 shares — an estimated $596K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IGF in Q2 2015 and held it in 6 quarters. The position peaked at $2.33M in Q4 2015. 282 funds tracked by Wall St. Rank hold IGF as of Q1 2023.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Global Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 13,007 iShares Global Infrastructure ETF shares in Q1 2023, an estimated $596K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Global Infrastructure ETF in Q2 2015 and held it in 6 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares Global Infrastructure ETF position peaked at $2.33M in Q4 2015.
282 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.