AWM
IFGL icon

AE Wealth Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History

AE Wealth Management’s Portfolio IFGL Stock Details IFGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$538K Buy
24,045
+20,142
+516% +$482K ﹤0.01% 1077
2025
Q4 		$90.1K Sell
3,903
-115
-3% -$2.64K ﹤0.01% 1727
2025
Q3 		$92.5K Sell
4,018
-1,552
-28% -$35.4K ﹤0.01% 1589
2025
Q2 		$127K Sell
5,570
-406
-7% -$8.66K ﹤0.01% 1422
2025
Q1 		$118K Sell
5,976
-423
-7% -$8.34K ﹤0.01% 1402
2024
Q4 		$124K Buy
+6,399
New +$132K ﹤0.01% 1383
2022
Q4 		– Sell
-22,329
Closed -$425K – 1858
2022
Q3 		$425K Buy
22,329
+12,146
+119% +$269K ﹤0.01% 1338
2022
Q2 		$229K Buy
10,183
+286
+3% +$7.09K ﹤0.01% 1547
2022
Q1 		$269K Buy
9,897
+531
+6% +$14.5K ﹤0.01% 1470
2021
Q4 		$267K Buy
+9,366
New +$268K ﹤0.01% 1491
2020
Q1 		– Sell
-16,203
Closed -$489K – 1192
2019
Q4 		$489K Buy
16,203
+7,672
+90% +$232K 0.01% 743
2019
Q3 		$253K Buy
+8,531
New +$253K 0.01% 841
2018
Q2 		– Sell
-7,694
Closed -$229K – 478
2018
Q1 		$229K Buy
+7,694
New +$231K 0.02% 378

Other funds holding IFGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $1.79B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
PCM
Payne Capital Management New York $330M AUM 19.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $433M AUM 29.17% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return