Essex Savings Bank’s iShares Global Infrastructure ETF IGF Stock Holding History

Essex Savings Bank’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	$275K	Hold	4,123	–	–	0.06%	254
2026 Q1	$276K	Hold	4,123	–	–	0.06%	237
2025 Q4	$253K	Buy	4,123 +589	+17%	+$36.3K	0.05%	261
2025 Q3	$216K	Hold	3,534	–	–	0.05%	291
2025 Q2	$209K	Buy	+3,534	New	+$202K	0.05%	295
2019 Q3	–	Sell	-400	Closed	-$18K	–	384
2019 Q2	$18K	Hold	400	–	–	0.01%	584
2019 Q1	$18K	Hold	400	–	–	0.01%	443
2018 Q4	$16K	Buy	+400	New	+$16.4K	0.01%	454

Other funds holding IGF

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Essex Savings Bank's IGF Position: Q2 2026 in Review

Essex Savings Bank held its iShares Global Infrastructure ETF (IGF) position steady in Q2 2026 at 4,123 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #254.

Essex Savings Bank first reported a position in IGF in Q4 2018 and has held it in 8 quarters since. The position peaked at $276K in Q1 2026. 179 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

Essex Savings Bank held 4,123 shares of iShares Global Infrastructure ETF worth $275K as of Q2 2026.
Essex Savings Bank left its iShares Global Infrastructure ETF share count unchanged in Q2 2026.
iShares Global Infrastructure ETF made up 0.06% of Essex Savings Bank's portfolio in Q2 2026, its #254 holding.
Essex Savings Bank first reported a position in iShares Global Infrastructure ETF in Q4 2018 and has held it in 8 quarters since.
Essex Savings Bank's iShares Global Infrastructure ETF position peaked at $276K in Q1 2026.
179 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.