Evelyn Partners
IGF icon

Evelyn Partners’s iShares Global Infrastructure ETF IGF Stock Holding History

Evelyn Partners’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
Q3 		$155K Sell
2,520
-425
-14% -$27.8K ﹤0.01% 326
2026
Q2 		$191K Buy
+2,945
New +$198K ﹤0.01% 272

Other funds holding IGF

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
American Family Investments
American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return
Ballentine Partners
Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Evelyn Partners's IGF Position: Q3 2026 in Review

Evelyn Partners reduced its iShares Global Infrastructure ETF (IGF) stake by 14% in Q3 2026, selling an estimated $27.8K and leaving 2,520 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Evelyn Partners first reported a position in IGF in Q2 2026 and has held it in 2 quarters since. The position peaked at $191K in Q2 2026. 389 funds tracked by Wall St. Rank hold IGF as of Q3 2026.

  • Evelyn Partners held 2,520 shares of iShares Global Infrastructure ETF worth $155K as of Q3 2026.
  • Evelyn Partners sold 425 iShares Global Infrastructure ETF shares in Q3 2026, an estimated $27.8K.
  • iShares Global Infrastructure ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #326 holding.
  • Evelyn Partners first reported a position in iShares Global Infrastructure ETF in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's iShares Global Infrastructure ETF position peaked at $191K in Q2 2026.
  • 389 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.