Liberty Wealth Management’s iShares Global Infrastructure ETF IGF Stock Holding History

Liberty Wealth Management’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	-322	Closed	-$15K	–	603
2021 Q3	$15K	Hold	322	–	–	0.01%	718
2021 Q2	$15K	Buy	322 +218	+210%	+$10.2K	0.01%	566
2021 Q1	$4K	Hold	104	–	–	﹤0.01%	731
2020 Q4	$4K	Buy	104 +1	+1%	+$42	﹤0.01%	727
2020 Q3	$4K	Hold	103	–	–	﹤0.01%	653
2020 Q2	$4K	Hold	103	–	–	﹤0.01%	648
2020 Q1	$4K	Hold	103	–	–	﹤0.01%	623
2019 Q4	$5K	Hold	103	–	–	﹤0.01%	668
2019 Q3	$5K	Hold	103	–	–	﹤0.01%	634
2019 Q2	$5K	Hold	103	–	–	﹤0.01%	658
2019 Q1	$4K	Hold	103	–	–	﹤0.01%	570
2018 Q4	$4K	Buy	+103	New	+$4.22K	﹤0.01%	589

Other funds holding IGF

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCA

Column Capital Advisors Indianapolis, Indiana $680M AUM 15.16% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Liberty Wealth Management's IGF Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Global Infrastructure ETF (IGF) in Q4 2021, closing a stake of 322 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in IGF in Q4 2018 and held it in 12 quarters. The position peaked at $15K in Q3 2021. 222 funds tracked by Wall St. Rank hold IGF as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Global Infrastructure ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 322 iShares Global Infrastructure ETF shares in Q4 2021, an estimated $15K.
Liberty Wealth Management first reported a position in iShares Global Infrastructure ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Global Infrastructure ETF position peaked at $15K in Q3 2021.
222 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.