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Instrumental Wealth’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Instrumental Wealth’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
2026
Q2 		$266K Buy
+4,150
New +$271K 0.13% 65

Other funds holding NFRA

BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Instrumental Wealth's NFRA Position: Q2 2026 in Review

Instrumental Wealth opened a new position in FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q2 2026: 4,150 shares worth $266K. The stake represents 0.13% of the portfolio and ranks #65 among its holdings.

22 funds tracked by Wall St. Rank hold NFRA as of Q2 2026.

  • Instrumental Wealth held 4,150 shares of FlexShares STOXX Global Broad Infrastructure Index Fund worth $266K as of Q2 2026.
  • FlexShares STOXX Global Broad Infrastructure Index Fund was a new Instrumental Wealth position in Q2 2026.
  • FlexShares STOXX Global Broad Infrastructure Index Fund made up 0.13% of Instrumental Wealth's portfolio in Q2 2026, its #65 holding.
  • 22 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.