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

Wellspring 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
2024 Q4	–	Sell	-4,577	Closed	-$249K	–	161
2024 Q3	$249K	Buy	+4,577	New	+$234K	0.03%	131
2024 Q1	–	Sell	-8,495	Closed	-$400K	–	145
2023 Q4	$400K	Buy	8,495 +161	+2%	+$7.16K	0.1%	80
2023 Q3	$361K	Sell	8,334 -1	-0%	-$46	0.11%	75
2023 Q2	$391K	Sell	8,335 -10,109	-55%	-$483K	0.11%	68
2023 Q1	$880K	Sell	18,444 -19,677	-52%	-$931K	0.26%	51
2022 Q4	$1.75M	Buy	+38,121	New	+$1.71M	0.58%	34
2022 Q2	–	Sell	-2,910	Closed	-$148K	–	118
2022 Q1	$148K	Buy	+2,910	New	+$139K	0.04%	109
2021 Q2	–	Sell	-17,677	Closed	-$604K	–	104
2021 Q1	$604K	Buy	+17,677	New	+$781K	0.29%	38
2020 Q2	–	Sell	-17,677	Closed	-$604K	–	90
2020 Q1	$604K	Buy	+17,677	New	+$783K	0.29%	38

Other funds holding IGF

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Wellspring Financial Advisors's IGF Position: Q4 2024 in Review

Wellspring Financial Advisors sold out of iShares Global Infrastructure ETF (IGF) in Q4 2024, closing a stake of 4,577 shares — an estimated $249K sold.

Wellspring Financial Advisors first reported a position in IGF in Q1 2020 and held it in 9 quarters. The position peaked at $1.75M in Q4 2022. 275 funds tracked by Wall St. Rank hold IGF as of Q4 2024.

Wellspring Financial Advisors reported no remaining iShares Global Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
Wellspring Financial Advisors sold 4,577 iShares Global Infrastructure ETF shares in Q4 2024, an estimated $249K.
Wellspring Financial Advisors first reported a position in iShares Global Infrastructure ETF in Q1 2020 and held it in 9 quarters.
Wellspring Financial Advisors's iShares Global Infrastructure ETF position peaked at $1.75M in Q4 2022.
275 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q4 2024.

Based on Wellspring Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.