HC Financial Advisors’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

HC Financial Advisors’s Portfolio NFRA Stock Details NFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$5.13M	Buy	99,194 +3,507	+4%	+$192K	3.43%	4
2022 Q1	$5.49M	Buy	95,687 +1,796	+2%	+$101K	3.27%	5
2021 Q4	$5.38M	Buy	93,891 +2,083	+2%	+$119K	2.99%	8
2021 Q3	$5.12M	Buy	91,808 +4,593	+5%	+$267K	3.07%	6
2021 Q2	$5.01M	Buy	87,215 +4,313	+5%	+$251K	2.92%	6
2021 Q1	$4.65M	Buy	82,902 +9,229	+13%	+$506K	2.84%	8
2020 Q4	$3.96M	Buy	73,673 +22,560	+44%	+$1.18M	2.54%	7
2020 Q3	$2.55M	Buy	51,113 +627	+1%	+$31.4K	1.83%	14
2020 Q2	$2.41M	Sell	50,486 -5,773	-10%	-$268K	1.88%	14
2020 Q1	$2.43M	Sell	56,259 -3,409	-6%	-$174K	2.17%	11
2019 Q4	$3.21M	Buy	59,668 +2,369	+4%	+$125K	2.53%	10
2019 Q3	$2.96M	Sell	57,299 -3,966	-6%	-$203K	2.54%	10
2019 Q2	$3.13M	Buy	61,265 +3,299	+6%	+$165K	3.12%	10
2019 Q1	$2.87M	Sell	57,966 -2,386	-4%	-$113K	3.01%	11
2018 Q4	$2.64M	Buy	60,352 +322	+0.5%	+$14.6K	5.88%	6
2018 Q3	$2.8M	Buy	60,030 +7,305	+14%	+$343K	2.48%	11
2018 Q2	$2.42M	Buy	52,725 +3,124	+6%	+$145K	2.36%	12
2018 Q1	$2.29M	Buy	49,601 +3,022	+6%	+$144K	2.26%	12
2017 Q4	$2.27M	Buy	+46,579	New	+$2.25M	2.2%	12

Other funds holding NFRA

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HC Financial Advisors's NFRA Position: Q2 2022 in Review

HC Financial Advisors increased its FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) stake by 3.7% in Q2 2022, buying an estimated $192K and bringing the position to 99,194 shares worth $5.13M. The position accounts for 3.43% of the portfolio, ranked #4.

HC Financial Advisors first reported a position in NFRA in Q4 2017 and has held it in 19 quarters since. The position peaked at $5.49M in Q1 2022. 109 funds tracked by Wall St. Rank hold NFRA as of Q2 2022.

HC Financial Advisors held 99,194 shares of FlexShares STOXX Global Broad Infrastructure Index Fund worth $5.13M as of Q2 2022.
HC Financial Advisors bought 3,507 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q2 2022, an estimated $192K.
FlexShares STOXX Global Broad Infrastructure Index Fund made up 3.43% of HC Financial Advisors's portfolio in Q2 2022, its #4 holding.
HC Financial Advisors first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q4 2017 and has held it in 19 quarters since.
HC Financial Advisors's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $5.49M in Q1 2022.
109 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.