Moneta Group Investment Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History

Moneta Group Investment Advisors’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
2026 Q2	$71.1M	Buy	1,067,113 +36,145	+4%	+$2.43M	0.53%	37
2026 Q1	$69.1M	Buy	1,030,968 +32,823	+3%	+$2.15M	0.52%	33
2025 Q4	$61.2M	Buy	998,145 +21,409	+2%	+$1.32M	0.46%	35
2025 Q3	$59.7M	Buy	976,736 +40,256	+4%	+$2.41M	0.47%	36
2025 Q2	$55.4M	Buy	936,480 +41,793	+5%	+$2.39M	0.66%	33
2025 Q1	$48.9M	Buy	894,687 +8,315	+0.9%	+$446K	0.67%	33
2024 Q4	$46.3M	Buy	886,372 +373,639	+73%	+$20.2M	0.65%	35
2024 Q3	$27.9M	Buy	512,733 +73,935	+17%	+$3.78M	0.41%	48
2024 Q2	$21M	Buy	438,798 +6,449	+1%	+$313K	0.34%	53
2024 Q1	$20.6M	Buy	432,349 +79,325	+22%	+$3.64M	0.34%	53
2023 Q4	$16.6M	Buy	353,024 +106,303	+43%	+$4.73M	0.33%	53
2023 Q3	$10.7M	Buy	246,721 +77,695	+46%	+$3.57M	0.24%	62
2023 Q2	$7.94M	Buy	169,026 +19,259	+13%	+$919K	0.18%	77
2023 Q1	$7.14M	Buy	149,767 +49,367	+49%	+$2.34M	0.17%	79
2022 Q4	$4.85M	Buy	100,400 +58,349	+139%	+$2.62M	0.13%	96
2022 Q3	$1.76M	Buy	42,051 +30,072	+251%	+$1.42M	0.07%	144
2022 Q2	$560K	Buy	+11,979	New	+$593K	0.02%	288

Other funds holding IGF

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Moneta Group Investment Advisors's IGF Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares Global Infrastructure ETF (IGF) stake by 3.5% in Q2 2026, buying an estimated $2.43M and bringing the position to 1,067,113 shares worth $71.1M. The position accounts for 0.53% of the portfolio, ranked #37.

Moneta Group Investment Advisors first reported a position in IGF in Q2 2022 and has held it in 17 quarters since. 435 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

Moneta Group Investment Advisors held 1,067,113 shares of iShares Global Infrastructure ETF worth $71.1M as of Q2 2026.
Moneta Group Investment Advisors bought 36,145 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $2.43M.
iShares Global Infrastructure ETF made up 0.53% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #37 holding.
Moneta Group Investment Advisors first reported a position in iShares Global Infrastructure ETF in Q2 2022 and has held it in 17 quarters since.
435 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.