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

Clearview 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
2025
Q1 		– Sell
-5,142
Closed -$238K – 102
2024
Q4 		$238K Buy
5,142
+33
+0.6% +$1.6K 0.18% 88
2024
Q3 		$240K Buy
+5,109
New +$228K 0.19% 87
2024
Q2 		– Sell
-4,663
Closed -$202K – 105
2024
Q1 		$202K Buy
+4,663
New +$187K 0.21% 103
2023
Q3 		– Sell
-1,846
Closed -$72.1K – 353
2023
Q2 		$72.1K Sell
1,846
-168
-8% -$6.28K 0.07% 169
2023
Q1 		$75.2K Sell
2,014
-5,359
-73% -$202K 0.08% 167
2022
Q4 		$267K Sell
7,373
-1,372
-16% -$49.1K 0.21% 84
2022
Q3 		$282K Sell
8,745
-10,327
-54% -$373K 0.22% 70
2022
Q2 		$649K Buy
+19,072
New +$704K 0.49% 40

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return