EFS
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Essex Financial Services’s iShares US Infrastructure ETF IFRA Stock Holding History

Essex Financial Services’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
2026
Q1 		$366K Buy
6,399
+18
+0.3% +$1.03K 0.02% 552
2025
Q4 		$336K Buy
6,381
+18
+0.3% +$951 0.02% 568
2025
Q3 		$336K Buy
6,363
+76
+1% +$3.9K 0.02% 544
2025
Q2 		$309K Buy
6,287
+64
+1% +$2.98K 0.02% 536
2025
Q1 		$280K Buy
6,223
+147
+2% +$6.86K 0.02% 510
2024
Q4 		$281K Buy
6,076
+154
+3% +$7.46K 0.02% 508
2024
Q3 		$281K Sell
5,922
-77
-1% -$3.44K 0.02% 512
2024
Q2 		$264K Buy
+5,999
New +$258K 0.02% 517

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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Essex Financial Services's IFRA Position: Q1 2026 in Review

Essex Financial Services increased its iShares US Infrastructure ETF (IFRA) stake by 0.28% in Q1 2026, buying an estimated $1.03K and bringing the position to 6,399 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #552.

Essex Financial Services first reported a position in IFRA in Q2 2024 and has held it in 8 quarters since. 396 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

  • Essex Financial Services held 6,399 shares of iShares US Infrastructure ETF worth $366K as of Q1 2026.
  • Essex Financial Services bought 18 iShares US Infrastructure ETF shares in Q1 2026, an estimated $1.03K.
  • iShares US Infrastructure ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #552 holding.
  • Essex Financial Services first reported a position in iShares US Infrastructure ETF in Q2 2024 and has held it in 8 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.