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Atria Wealth Solutions’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-11,715
Closed -$243K – 1925
2023
Q1 		$243K Sell
11,715
-80
-0.7% -$1.72K ﹤0.01% 1544
2022
Q4 		$248K Buy
+11,795
New +$237K ﹤0.01% 1472

Other funds holding IFGL

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Atria Wealth Solutions's IFGL Position: Q2 2023 in Review

Atria Wealth Solutions sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2023, closing a stake of 11,715 shares — an estimated $243K sold.

Atria Wealth Solutions first reported a position in IFGL in Q4 2022 and held it in 2 quarters. The position peaked at $248K in Q4 2022. 56 funds tracked by Wall St. Rank hold IFGL as of Q2 2023.

  • Atria Wealth Solutions reported no remaining iShares International Developed Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,715 iShares International Developed Real Estate ETF shares in Q2 2023, an estimated $243K.
  • Atria Wealth Solutions first reported a position in iShares International Developed Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's iShares International Developed Real Estate ETF position peaked at $248K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.