EWG Elevate’s iShares US Infrastructure ETF IFRA Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-500	Closed	-$18.1K	–	383
2022 Q4	$18.1K	Buy	+500	New	+$17.9K	0.01%	302

Other funds holding IFRA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWG Elevate's IFRA Position: Q1 2023 in Review

EWG Elevate sold out of iShares US Infrastructure ETF (IFRA) in Q1 2023, closing a stake of 500 shares — an estimated $18.1K sold.

EWG Elevate first reported a position in IFRA in Q4 2022 and held it in 1 quarter. The position peaked at $18.1K in Q4 2022. 338 funds tracked by Wall St. Rank hold IFRA as of Q1 2023.

EWG Elevate reported no remaining iShares US Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 500 iShares US Infrastructure ETF shares in Q1 2023, an estimated $18.1K.
EWG Elevate first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 1 quarter.
EWG Elevate's iShares US Infrastructure ETF position peaked at $18.1K in Q4 2022.
338 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.