JFS Wealth Advisors’s Northern Trust STOXX Global Broad Infrastructure ETF NFRA Stock Holding History

JFS Wealth 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
2026 Q2	$41.7K	Sell	651 -85	-12%	-$5.55K	﹤0.01%	588
2026 Q1	$47.1K	Sell	736 -87	-11%	-$5.52K	﹤0.01%	538
2025 Q4	$49.8K	Hold	823	–	–	﹤0.01%	518
2025 Q3	$51.8K	Hold	823	–	–	﹤0.01%	500
2025 Q2	$50.9K	Sell	823 -4	-0.5%	-$238	﹤0.01%	463
2025 Q1	$47.7K	Hold	827	–	–	﹤0.01%	485
2024 Q4	$44.8K	Hold	827	–	–	﹤0.01%	483
2024 Q3	$49.1K	Hold	827	–	–	﹤0.01%	477
2024 Q2	$44K	Hold	827	–	–	﹤0.01%	441
2024 Q1	$45.1K	Sell	827 -3,392	-80%	-$181K	﹤0.01%	447
2023 Q4	$226K	Buy	+4,219	New	+$211K	0.02%	221
2015 Q3	–	Sell	-500	Closed	-$22K	–	536
2015 Q2	$22K	Hold	500	–	–	0.01%	263
2015 Q1	$22K	Hold	500	–	–	0.01%	267
2014 Q4	$23K	Hold	500	–	–	﹤0.01%	274
2014 Q3	$23K	Buy	+500	New	+$22.9K	﹤0.01%	249

Other funds holding NFRA

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JFS Wealth Advisors's NFRA Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Northern Trust STOXX Global Broad Infrastructure ETF (NFRA) stake by 12% in Q2 2026, selling an estimated $5.55K and leaving 651 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

JFS Wealth Advisors first reported a position in NFRA in Q3 2014 and has held it in 15 quarters since. The position peaked at $226K in Q4 2023. 143 funds tracked by Wall St. Rank hold NFRA as of Q2 2026.

JFS Wealth Advisors held 651 shares of Northern Trust STOXX Global Broad Infrastructure ETF worth $41.7K as of Q2 2026.
JFS Wealth Advisors sold 85 Northern Trust STOXX Global Broad Infrastructure ETF shares in Q2 2026, an estimated $5.55K.
Northern Trust STOXX Global Broad Infrastructure ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #588 holding.
JFS Wealth Advisors first reported a position in Northern Trust STOXX Global Broad Infrastructure ETF in Q3 2014 and has held it in 15 quarters since.
JFS Wealth Advisors's Northern Trust STOXX Global Broad Infrastructure ETF position peaked at $226K in Q4 2023.
143 funds tracked by Wall St. Rank held Northern Trust STOXX Global Broad Infrastructure ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.