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Simplicity Solutions’s iShares Global Infrastructure ETF IGF Stock Holding History

Simplicity Solutions’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 		$1.06M Sell
22,507
-1,050
-4% -$46.7K 0.03% 428
2023
Q3 		$1.02M Sell
23,557
-50,777
-68% -$2.33M 0.03% 410
2023
Q2 		$3.49M Buy
74,334
+854
+1% +$40.8K 0.1% 199
2023
Q1 		$3.5M Buy
+73,480
New +$3.48M 0.09% 208

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 $2.89B AUM 23.18% 1-Year Est. Return

Simplicity Solutions's IGF Position: Q4 2023 in Review

Simplicity Solutions reduced its iShares Global Infrastructure ETF (IGF) stake by 4.5% in Q4 2023, selling an estimated $46.7K and leaving 22,507 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #428.

Simplicity Solutions first reported a position in IGF in Q1 2023 and has held it in 4 quarters since. The position peaked at $3.5M in Q1 2023. 283 funds tracked by Wall St. Rank hold IGF as of Q4 2023.

  • Simplicity Solutions held 22,507 shares of iShares Global Infrastructure ETF worth $1.06M as of Q4 2023.
  • Simplicity Solutions sold 1,050 iShares Global Infrastructure ETF shares in Q4 2023, an estimated $46.7K.
  • iShares Global Infrastructure ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #428 holding.
  • Simplicity Solutions first reported a position in iShares Global Infrastructure ETF in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's iShares Global Infrastructure ETF position peaked at $3.5M in Q1 2023.
  • 283 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.