Wealthspire Advisors (Maryland)’s iShares Global Infrastructure ETF IGF Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$11.4M	Sell	294,708 -717	-0.2%	-$28.3K	0.4%	35
2020 Q2	$11.3M	Sell	295,425 -31,158	-10%	-$1.16M	0.81%	22
2020 Q1	$11.2M	Buy	326,583 +14,006	+4%	+$620K	0.97%	20
2019 Q4	$15M	Buy	312,577 +21,957	+8%	+$1.03M	1%	20
2019 Q3	$13.5M	Buy	290,620 +4,021	+1%	+$184K	0.99%	21
2019 Q2	$13.2M	Buy	286,599 +29,804	+12%	+$1.35M	0.99%	21
2019 Q1	$11.5M	Buy	256,795 +28,038	+12%	+$1.2M	0.87%	21
2018 Q4	$9.01M	Buy	228,757 +198,928	+667%	+$8.14M	0.8%	21
2018 Q3	$1.26M	Buy	29,829 +23,991	+411%	+$1.03M	0.1%	114
2018 Q2	$251K	Hold	5,838	–	–	0.02%	400
2018 Q1	$250K	Buy	+5,838	New	+$257K	0.02%	404

Other funds holding IGF

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCA

Column Capital Advisors Indianapolis, Indiana $680M AUM 15.16% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IGF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares Global Infrastructure ETF (IGF) stake by 0.24% in Q3 2020, selling an estimated $28.3K and leaving 294,708 shares worth $11.4M. The position accounts for 0.4% of the portfolio, ranked #35.

Wealthspire Advisors (Maryland) first reported a position in IGF in Q1 2018 and has held it in 11 quarters since. The position peaked at $15M in Q4 2019. 182 funds tracked by Wall St. Rank hold IGF as of Q3 2020.

Wealthspire Advisors (Maryland) held 294,708 shares of iShares Global Infrastructure ETF worth $11.4M as of Q3 2020.
Wealthspire Advisors (Maryland) sold 717 iShares Global Infrastructure ETF shares in Q3 2020, an estimated $28.3K.
iShares Global Infrastructure ETF made up 0.4% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #35 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares Global Infrastructure ETF in Q1 2018 and has held it in 11 quarters since.
Wealthspire Advisors (Maryland)'s iShares Global Infrastructure ETF position peaked at $15M in Q4 2019.
182 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.