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Robertson Stephens Wealth Management’s iShares Global Infrastructure ETF IGF Stock Holding History

Robertson Stephens 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
2023
Q4 		– Sell
-5,012
Closed -$217K – 460
2023
Q3 		$217K Buy
+5,012
New +$230K 0.01% 419
2022
Q4 		– Sell
-4,888
Closed -$204K – 417
2022
Q3 		$204K Buy
+4,888
New +$230K 0.02% 342

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return

Robertson Stephens Wealth Management's IGF Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of iShares Global Infrastructure ETF (IGF) in Q4 2023, closing a stake of 5,012 shares — an estimated $217K sold.

Robertson Stephens Wealth Management first reported a position in IGF in Q3 2022 and held it in 2 quarters. The position peaked at $217K in Q3 2023. 283 funds tracked by Wall St. Rank hold IGF as of Q4 2023.

  • Robertson Stephens Wealth Management reported no remaining iShares Global Infrastructure ETF position as of Q4 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,012 iShares Global Infrastructure ETF shares in Q4 2023, an estimated $217K.
  • Robertson Stephens Wealth Management first reported a position in iShares Global Infrastructure ETF in Q3 2022 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's iShares Global Infrastructure ETF position peaked at $217K in Q3 2023.
  • 283 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.