MBM Wealth Consultants’s iShares US Infrastructure ETF IFRA Stock Holding History

MBM Wealth Consultants’s Portfolio IFRA Stock Details IFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-103	Closed	-$4K	–	309
2022 Q4	$4K	Buy	+103	New	+$3.69K	﹤0.01%	274
2022 Q2	–	Sell	-275	Closed	-$11K	–	290
2022 Q1	$11K	Hold	275	–	–	﹤0.01%	238
2021 Q4	$11K	Hold	275	–	–	﹤0.01%	227
2021 Q3	$9K	Hold	275	–	–	﹤0.01%	235
2021 Q2	$10K	Buy	+275	New	+$9.85K	﹤0.01%	217

Other funds holding IFRA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MBM Wealth Consultants's IFRA Position: Q1 2023 in Review

MBM Wealth Consultants sold out of iShares US Infrastructure ETF (IFRA) in Q1 2023, closing a stake of 103 shares — an estimated $4K sold.

MBM Wealth Consultants first reported a position in IFRA in Q2 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 338 funds tracked by Wall St. Rank hold IFRA as of Q1 2023.

MBM Wealth Consultants reported no remaining iShares US Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 103 iShares US Infrastructure ETF shares in Q1 2023, an estimated $4K.
MBM Wealth Consultants first reported a position in iShares US Infrastructure ETF in Q2 2021 and held it in 5 quarters.
MBM Wealth Consultants's iShares US Infrastructure ETF position peaked at $11K in Q1 2022.
338 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.