Money Design’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Money Design’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
2025 Q2	$4.46M	Sell	72,084 -17,624	-20%	-$1.05M	0.21%	42
2025 Q1	$5.17M	Buy	89,708 +7,177	+9%	+$403K	0.26%	43
2024 Q4	$4.47M	Buy	82,531 +25,558	+45%	+$1.47M	0.23%	46
2024 Q3	$3.38M	Sell	56,973 -3,569	-6%	-$202K	0.17%	59
2024 Q2	$3.22M	Buy	60,542 +15,042	+33%	+$805K	0.17%	62
2024 Q1	$2.48M	Sell	45,500 -11,213	-20%	-$600K	0.14%	67
2023 Q4	$3.03M	Sell	56,713 -970	-2%	-$48.6K	0.17%	69
2023 Q3	$2.79M	Sell	57,683 -9,843	-15%	-$504K	0.17%	69
2023 Q2	$3.54M	Buy	67,526 +3,981	+6%	+$208K	0.21%	69
2023 Q1	$3.3M	Buy	63,545 +20,468	+48%	+$1.06M	0.19%	70
2022 Q4	$2.17M	Buy	43,077 +1,883	+5%	+$92.9K	0.14%	74
2022 Q3	$1.88M	Sell	41,194 -10,932	-21%	-$568K	0.13%	76
2022 Q2	$2.69M	Sell	52,126 -33,179	-39%	-$1.81M	0.2%	68
2022 Q1	$4.9M	Sell	85,305 -38,082	-31%	-$2.14M	0.33%	63
2021 Q4	$7.07M	Sell	123,387 -19,913	-14%	-$1.14M	0.48%	50
2021 Q3	$7.99M	Buy	+143,300	New	+$8.32M	0.66%	38

Other funds holding NFRA

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

Money Design's NFRA Position: Q2 2025 in Review

Money Design reduced its FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) stake by 20% in Q2 2025, selling an estimated $1.05M and leaving 72,084 shares worth $4.46M. The position accounts for 0.21% of the portfolio, ranked #42.

Money Design first reported a position in NFRA in Q3 2021 and has held it in 16 quarters since. The position peaked at $7.99M in Q3 2021. 118 funds tracked by Wall St. Rank hold NFRA as of Q2 2025.

Money Design held 72,084 shares of FlexShares STOXX Global Broad Infrastructure Index Fund worth $4.46M as of Q2 2025.
Money Design sold 17,624 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q2 2025, an estimated $1.05M.
FlexShares STOXX Global Broad Infrastructure Index Fund made up 0.21% of Money Design's portfolio in Q2 2025, its #42 holding.
Money Design first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q3 2021 and has held it in 16 quarters since.
Money Design's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $7.99M in Q3 2021.
118 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.