EverSource Wealth Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History

EverSource Wealth Advisors’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	$71.3K	Sell	1,071 -79	-7%	-$5.3K	﹤0.01%	1559
2026 Q1	$77K	Buy	1,150 +79	+7%	+$5.18K	﹤0.01%	1587
2025 Q4	$65.7K	Buy	1,071 +35	+3%	+$2.16K	﹤0.01%	1561
2025 Q3	$63.3K	Buy	1,036 +957	+1,211%	+$57.4K	﹤0.01%	1537
2025 Q2	$4.68K	Sell	79 -9	-10%	-$514	﹤0.01%	3188
2025 Q1	$4.81K	Hold	88	–	–	﹤0.01%	2517
2024 Q4	$4.6K	Hold	88	–	–	﹤0.01%	2385
2024 Q3	$4.79K	Hold	88	–	–	﹤0.01%	2239
2024 Q2	$4.41K	Hold	88	–	–	﹤0.01%	2263
2024 Q1	$4.16K	Hold	88	–	–	﹤0.01%	2131
2023 Q4	$4.14K	Sell	88 -815	-90%	-$36.2K	﹤0.01%	1931
2023 Q3	$39.1K	Buy	903 +24	+3%	+$1.1K	﹤0.01%	907
2023 Q2	$41.3K	Hold	879	–	–	﹤0.01%	913
2023 Q1	$41.9K	Sell	879 -97	-10%	-$4.59K	0.01%	849
2022 Q4	$44.7K	Buy	976 +3	+0.3%	+$135	0.01%	803
2022 Q3	$41K	Buy	+973	New	+$45.9K	0.01%	684

Other funds holding IGF

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

EverSource Wealth Advisors's IGF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Global Infrastructure ETF (IGF) stake by 6.9% in Q2 2026, selling an estimated $5.3K and leaving 1,071 shares worth $71.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

EverSource Wealth Advisors first reported a position in IGF in Q3 2022 and has held it in 16 quarters since. The position peaked at $77K in Q1 2026. 433 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

EverSource Wealth Advisors held 1,071 shares of iShares Global Infrastructure ETF worth $71.3K as of Q2 2026.
EverSource Wealth Advisors sold 79 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $5.3K.
iShares Global Infrastructure ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1559 holding.
EverSource Wealth Advisors first reported a position in iShares Global Infrastructure ETF in Q3 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's iShares Global Infrastructure ETF position peaked at $77K in Q1 2026.
433 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.