MGWM
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Marks Group Wealth Management’s iShares Global Infrastructure ETF IGF Stock Holding History

Marks Group 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
2025
Q1 		– Sell
-16,030
Closed -$838K – 306
2024
Q4 		$838K Buy
16,030
+525
+3% +$28.4K 0.08% 181
2024
Q3 		$844K Sell
15,505
-401
-3% -$20.5K 0.08% 183
2024
Q2 		$762K Sell
15,906
-9,850
-38% -$477K 0.08% 186
2024
Q1 		$1.23M Buy
25,756
+1,136
+5% +$52.2K 0.13% 153
2023
Q4 		$1.16M Buy
24,620
+10,618
+76% +$472K 0.13% 156
2023
Q3 		$606K Sell
14,002
-7,783
-36% -$358K 0.08% 193
2023
Q2 		$1.02M Buy
21,785
+939
+5% +$44.8K 0.12% 162
2023
Q1 		$994K Buy
20,846
+1,761
+9% +$83.3K 0.13% 161
2022
Q4 		$875K Buy
+19,085
New +$858K 0.12% 170

Other funds holding IGF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return