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Agilis Partners’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Agilis Partners’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
2024
Q4 		$1.12M Buy
58,015
+8,649
+18% +$179K 0.34% 23
2024
Q3 		$1.13M Buy
49,366
+2,135
+5% +$45.9K 0.32% 24
2024
Q2 		$935K Hold
47,231
– – 0.28% 24
2024
Q1 		$1.01M Hold
47,231
– – 0.26% 24
2023
Q4 		$1.03M Buy
47,231
+505
+1% +$9.89K 0.27% 24
2023
Q3 		$886K Hold
46,726
– – 0.32% 23
2023
Q2 		$928K Buy
46,726
+341
+0.7% +$7.06K 0.36% 23
2023
Q1 		$962K Hold
46,385
– – 0.43% 22
2022
Q4 		$977K Buy
46,385
+6,052
+15% +$122K 0.45% 21
2022
Q3 		$768K Hold
40,333
– – 0.48% 22
2022
Q2 		$905K Hold
40,333
– – 0.56% 21
2022
Q1 		$1.1M Hold
40,333
– – 0.55% 22
2021
Q4 		$1.15M Hold
40,333
– – 0.57% 22
2021
Q3 		$1.13M Hold
40,333
– – 0.56% 23
2021
Q2 		$1.18M Hold
40,333
– – 0.65% 19
2021
Q1 		$1.11M Hold
40,333
– – 0.51% 23
2020
Q4 		$1.1M Hold
40,333
– – 0.51% 22
2020
Q3 		$966K Hold
40,333
– – 0.36% 24
2020
Q2 		$935K Hold
40,333
– – 0.55% 20
2020
Q1 		$872K Sell
40,333
-5,453
-12% -$151K 0.83% 17
2019
Q4 		$1.38M Buy
45,786
+3,372
+8% +$102K 0.74% 19
2019
Q3 		$1.26M Hold
42,414
– – 0.86% 18
2019
Q2 		$1.26M Hold
42,414
– – 0.94% 20
2019
Q1 		$1.29M Hold
42,414
– – 1.1% 20
2018
Q4 		$1.15M Buy
+42,414
New +$1.17M 1.19% 19

Other funds holding IFGL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Agilis Partners's IFGL Position: Q4 2024 in Review

Agilis Partners increased its iShares International Developed Real Estate ETF (IFGL) stake by 18% in Q4 2024, buying an estimated $179K and bringing the position to 58,015 shares worth $1.12M. The position accounts for 0.34% of the portfolio, ranked #23.

Agilis Partners first reported a position in IFGL in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.38M in Q4 2019. 53 funds tracked by Wall St. Rank hold IFGL as of Q4 2024.

  • Agilis Partners held 58,015 shares of iShares International Developed Real Estate ETF worth $1.12M as of Q4 2024.
  • Agilis Partners bought 8,649 iShares International Developed Real Estate ETF shares in Q4 2024, an estimated $179K.
  • iShares International Developed Real Estate ETF made up 0.34% of Agilis Partners's portfolio in Q4 2024, its #23 holding.
  • Agilis Partners first reported a position in iShares International Developed Real Estate ETF in Q4 2018 and has held it in 25 quarters since.
  • Agilis Partners's iShares International Developed Real Estate ETF position peaked at $1.38M in Q4 2019.
  • 53 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2024.

Based on Agilis Partners's 13F filing for Q4 2024, filed 30 Jan 2025.