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Sunbeam Capital Management’s iShares Global Infrastructure ETF IGF Stock Holding History

Sunbeam Capital 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
2026
Q2 		$624K Hold
9,368
– – 0.29% 67
2026
Q1 		$628K Hold
9,368
– – 0.36% 60
2025
Q4 		$575K Hold
9,368
– – 0.34% 57
2025
Q3 		$573K Hold
9,368
– – 0.36% 51
2025
Q2 		$555K Hold
9,368
– – 0.42% 46
2025
Q1 		$512K Hold
9,368
– – 0.49% 40
2024
Q4 		$490K Buy
+9,368
New +$506K 0.45% 42

Other funds holding IGF

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sunbeam Capital Management's IGF Position: Q2 2026 in Review

Sunbeam Capital Management held its iShares Global Infrastructure ETF (IGF) position steady in Q2 2026 at 9,368 shares worth $624K. The position accounts for 0.29% of the portfolio, ranked #67.

Sunbeam Capital Management first reported a position in IGF in Q4 2024 and has held it in 7 quarters since. The position peaked at $628K in Q1 2026. 167 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

  • Sunbeam Capital Management held 9,368 shares of iShares Global Infrastructure ETF worth $624K as of Q2 2026.
  • Sunbeam Capital Management left its iShares Global Infrastructure ETF share count unchanged in Q2 2026.
  • iShares Global Infrastructure ETF made up 0.29% of Sunbeam Capital Management's portfolio in Q2 2026, its #67 holding.
  • Sunbeam Capital Management first reported a position in iShares Global Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
  • Sunbeam Capital Management's iShares Global Infrastructure ETF position peaked at $628K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.