Householder Group Estate & Retirement Specialist’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q1	$18K	Buy	+338	New	+$17.4K	0.01%	660
2022 Q4	–	Sell	-338	Closed	-$15K	–	826
2022 Q3	$15K	Buy	+338	New	+$17.6K	0.01%	646

Other funds holding NFRA

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

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 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

WWA

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Householder Group Estate & Retirement Specialist's NFRA Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q1 2023: 338 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in NFRA as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in NFRA in Q3 2022 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold NFRA as of Q1 2023.

Householder Group Estate & Retirement Specialist held 338 shares of FlexShares STOXX Global Broad Infrastructure Index Fund worth $18K as of Q1 2023.
FlexShares STOXX Global Broad Infrastructure Index Fund was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
FlexShares STOXX Global Broad Infrastructure Index Fund made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #660 holding.
Householder Group Estate & Retirement Specialist first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q3 2022 and has held it in 2 quarters since.
116 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.