PWAG
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Polaris Wealth Advisory Group’s iShares Global Infrastructure ETF IGF Stock Holding History

Polaris Wealth Advisory Group’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
2015
Q1 		– Sell
-292,018
Closed -$12.3M – 84
2014
Q4 		$12.3M Buy
292,018
+6,698
+2% +$284K 2.53% 17
2014
Q3 		$12.1M Buy
285,320
+233
+0.1% +$10.2K 2.72% 15
2014
Q2 		$12.6M Sell
285,087
-2,928
-1% -$125K 2.81% 15
2014
Q1 		$12M Buy
288,015
+8,238
+3% +$326K 2.81% 16
2013
Q4 		$10.9M Buy
279,777
+16,127
+6% +$624K 2.68% 18
2013
Q3 		$9.96M Buy
263,650
+9,270
+4% +$338K 3.09% 18
2013
Q2 		$8.95M Buy
+254,380
New +$9.52M 3.6% 13

Other funds holding IGF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $948M AUM 23.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return