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

Atticus 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
2023
Q2 		– Sell
-20
Closed -$415 – 600
2023
Q1 		$415 Hold
20
– – ﹤0.01% 514
2022
Q4 		$421 Hold
20
– – ﹤0.01% 505
2022
Q3 		$0 Hold
20
– – ﹤0.01% 584
2022
Q2 		$0 Hold
20
– – ﹤0.01% 615
2022
Q1 		$1K Buy
+20
New +$545 ﹤0.01% 561

Other funds holding IFGL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.1B AUM 15.03% 1-Year Est. Return

Atticus Wealth Management's IFGL Position: Q2 2023 in Review

Atticus Wealth Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2023, closing a stake of 20 shares — an estimated $415 sold.

Atticus Wealth Management first reported a position in IFGL in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 56 funds tracked by Wall St. Rank hold IFGL as of Q2 2023.

  • Atticus Wealth Management reported no remaining iShares International Developed Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 20 iShares International Developed Real Estate ETF shares in Q2 2023, an estimated $415.
  • Atticus Wealth Management first reported a position in iShares International Developed Real Estate ETF in Q1 2022 and held it in 5 quarters.
  • Atticus Wealth Management's iShares International Developed Real Estate ETF position peaked at $1K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2023.

Based on Atticus Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.