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Clean Yield Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Clean Yield Group’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
2024
Q2 		– Sell
-18
Closed -$780 – 383
2024
Q1 		$780 Buy
+18
New +$723 ﹤0.01% 371

Other funds holding IFRA

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Clean Yield Group's IFRA Position: Q2 2024 in Review

Clean Yield Group sold out of iShares US Infrastructure ETF (IFRA) in Q2 2024, closing a stake of 18 shares — an estimated $780 sold.

Clean Yield Group first reported a position in IFRA in Q1 2024 and held it in 1 quarter. The position peaked at $780 in Q1 2024. 405 funds tracked by Wall St. Rank hold IFRA as of Q2 2024.

  • Clean Yield Group reported no remaining iShares US Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
  • Clean Yield Group sold 18 iShares US Infrastructure ETF shares in Q2 2024, an estimated $780.
  • Clean Yield Group first reported a position in iShares US Infrastructure ETF in Q1 2024 and held it in 1 quarter.
  • Clean Yield Group's iShares US Infrastructure ETF position peaked at $780 in Q1 2024.
  • 405 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.