Gitterman Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Gitterman Wealth Management’s Portfolio GRID Stock Details GRID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$36.4M	Sell	241,144 -6,043	-2%	-$869K	8.35%	5
2025 Q2	$34.4M	Buy	247,187 +3,099	+1%	+$385K	8.01%	5
2025 Q1	$27.6M	Buy	244,088 +15,628	+7%	+$1.87M	7.33%	5
2024 Q4	$27.3M	Buy	228,460 +1,125	+0.5%	+$140K	11.39%	2
2024 Q3	$28.9M	Buy	227,335 +54,364	+31%	+$6.49M	12.06%	2
2024 Q2	$20M	Sell	172,971 -8,000	-4%	-$932K	7.71%	4
2024 Q1	$20.7M	Buy	+180,971	New	+$19.2M	8.04%	4

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Gitterman Wealth Management's GRID Position: Q3 2025 in Review

Gitterman Wealth Management reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 2.4% in Q3 2025, selling an estimated $869K and leaving 241,144 shares worth $36.4M. The position accounts for 8.35% of the portfolio, ranked #5.

Gitterman Wealth Management first reported a position in GRID in Q1 2024 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold GRID as of Q3 2025.

Gitterman Wealth Management held 241,144 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $36.4M as of Q3 2025.
Gitterman Wealth Management sold 6,043 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2025, an estimated $869K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 8.35% of Gitterman Wealth Management's portfolio in Q3 2025, its #5 holding.
Gitterman Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2024 and has held it in 7 quarters since.
363 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.