United Capital Financial Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History

United Capital Financial Advisors’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	$2.11M	Buy	31,703 +13,744	+77%	+$923K	0.01%	567
2026 Q1	$1.2M	Buy	+17,959	New	+$1.18M	0.01%	692
2023 Q4	–	Sell	-10,148	Closed	-$439K	–	1090
2023 Q3	$439K	Sell	10,148 -1,365	-12%	-$62.7K	﹤0.01%	663
2023 Q2	$541K	Buy	11,513 +3,644	+46%	+$174K	﹤0.01%	672
2023 Q1	$375K	Sell	7,869 -214	-3%	-$10.1K	﹤0.01%	775
2022 Q4	$371K	Hold	8,083	–	–	﹤0.01%	820
2022 Q3	$338K	Buy	8,083 +571	+8%	+$26.9K	﹤0.01%	871
2022 Q2	$351K	Hold	7,512	–	–	﹤0.01%	897
2022 Q1	$382K	Hold	7,512	–	–	﹤0.01%	918
2021 Q4	$357K	Hold	7,512	–	–	﹤0.01%	967
2021 Q3	$345K	Hold	7,512	–	–	﹤0.01%	960
2021 Q2	$341K	Buy	7,512 +898	+14%	+$41.9K	﹤0.01%	985
2021 Q1	$298K	Sell	6,614 -1,805	-21%	-$79.7K	﹤0.01%	984
2020 Q4	$368K	Buy	+8,419	New	+$353K	﹤0.01%	937
2020 Q2	–	Sell	-6,173	Closed	-$211K	–	1219
2020 Q1	$211K	Buy	6,173 +482	+8%	+$21.3K	﹤0.01%	1053
2019 Q4	$273K	Buy	+5,691	New	+$267K	﹤0.01%	1177

Other funds holding IGF

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

United Capital Financial Advisors's IGF Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares Global Infrastructure ETF (IGF) stake by 77% in Q2 2026, buying an estimated $923K and bringing the position to 31,703 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #567.

United Capital Financial Advisors first reported a position in IGF in Q4 2019 and has held it in 16 quarters since. 433 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

United Capital Financial Advisors held 31,703 shares of iShares Global Infrastructure ETF worth $2.11M as of Q2 2026.
United Capital Financial Advisors bought 13,744 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $923K.
iShares Global Infrastructure ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #567 holding.
United Capital Financial Advisors first reported a position in iShares Global Infrastructure ETF in Q4 2019 and has held it in 16 quarters since.
433 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.