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

IBEX 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
2021
Q4 		– Sell
-635
Closed -$29K – 299
2021
Q3 		$29K Buy
+635
New +$29.3K 0.01% 298
2019
Q3 		– Sell
-635
Closed -$29K – 209
2019
Q2 		$29K Buy
+635
New +$28.8K 0.01% 256
2017
Q1 		– Sell
-596
Closed -$24K – 205
2016
Q4 		$24K Buy
+596
New +$23.5K 0.01% 210

Other funds holding IGF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CCA
Column Capital Advisors Indianapolis, Indiana $680M AUM 15.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

IBEX Wealth Advisors's IGF Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares Global Infrastructure ETF (IGF) in Q4 2021, closing a stake of 635 shares — an estimated $29K sold.

IBEX Wealth Advisors first reported a position in IGF in Q4 2016 and held it in 3 quarters. The position peaked at $29K in Q3 2021. 222 funds tracked by Wall St. Rank hold IGF as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining iShares Global Infrastructure ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 635 iShares Global Infrastructure ETF shares in Q4 2021, an estimated $29K.
  • IBEX Wealth Advisors first reported a position in iShares Global Infrastructure ETF in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's iShares Global Infrastructure ETF position peaked at $29K in Q3 2021.
  • 222 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.