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Aspiriant LLC’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Aspiriant LLC’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
2020
Q2 		– Sell
-34,137
Closed -$739K – 188
2020
Q1 		$739K Sell
34,137
-34,799
-50% -$964K 0.07% 98
2019
Q4 		$2.08M Hold
68,936
– – 0.19% 57
2019
Q3 		$2.04M Hold
68,936
– – 0.18% 74
2019
Q2 		$2.06M Sell
68,936
-759
-1% -$22.7K 0.17% 76
2019
Q1 		$2.12M Sell
69,695
-27,471
-28% -$803K 0.17% 77
2018
Q4 		$2.63M Hold
97,166
– – 0.2% 70
2018
Q3 		$2.78M Hold
97,166
– – 0.24% 68
2018
Q2 		$2.83M Sell
97,166
-3,076
-3% -$92.1K 0.24% 63
2018
Q1 		$2.98M Buy
100,242
+58,993
+143% +$1.77M 0.26% 57
2017
Q4 		$1.24M Sell
41,249
-62,996
-60% -$1.87M 0.36% 32
2017
Q3 		$3.04M Sell
104,245
-31,709
-23% -$924K 0.25% 57
2017
Q2 		$3.87M Sell
135,954
-25,273
-16% -$723K 0.34% 49
2017
Q1 		$4.43M Sell
161,227
-519
-0.3% -$14.1K 0.38% 44
2016
Q4 		$4.25M Sell
161,746
-86,437
-35% -$2.4M 0.38% 39
2016
Q3 		$7.49M Sell
248,183
-45,423
-15% -$1.37M 0.75% 21
2016
Q2 		$8.56M Sell
293,606
-37,829
-11% -$1.11M 0.81% 19
2016
Q1 		$9.69M Buy
331,435
+93,772
+39% +$2.56M 0.92% 17
2015
Q4 		$6.63M Sell
237,663
-37,781
-14% -$1.08M 0.73% 21
2015
Q3 		$7.71M Buy
275,444
+181,836
+194% +$5.29M 0.64% 23
2015
Q2 		$2.78M Sell
93,608
-3,351
-3% -$106K 0.27% 25
2015
Q1 		$3.01M Sell
96,959
-12,659
-12% -$396K 0.39% 22
2014
Q4 		$3.29M Buy
109,618
+26,044
+31% +$788K 0.44% 22
2014
Q3 		$2.51M Sell
83,574
-24,132
-22% -$768K 0.35% 20
2014
Q2 		$3.46M Hold
107,706
– – 0.48% 16
2014
Q1 		$3.24M Sell
107,706
-23,723
-18% -$710K 0.47% 18
2013
Q4 		$4.05M Buy
131,429
+24,021
+22% +$792K 0.63% 16
2013
Q3 		$3.6M Sell
107,408
-7,311
-6% -$237K 0.64% 12
2013
Q2 		$3.6M Buy
+114,719
New +$3.95M 0.56% 15

Other funds holding IFGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC's IFGL Position: Q2 2020 in Review

Aspiriant LLC sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2020, closing a stake of 34,137 shares — an estimated $739K sold.

Aspiriant LLC first reported a position in IFGL in Q2 2013 and held it in 28 quarters. The position peaked at $9.69M in Q1 2016. 71 funds tracked by Wall St. Rank hold IFGL as of Q2 2020.

  • Aspiriant LLC reported no remaining iShares International Developed Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Aspiriant LLC sold 34,137 iShares International Developed Real Estate ETF shares in Q2 2020, an estimated $739K.
  • Aspiriant LLC first reported a position in iShares International Developed Real Estate ETF in Q2 2013 and held it in 28 quarters.
  • Aspiriant LLC's iShares International Developed Real Estate ETF position peaked at $9.69M in Q1 2016.
  • 71 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2020.

Based on Aspiriant LLC's 13F filing for Q2 2020, filed 6 Aug 2020.