AWM
IFGL icon

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

Avior 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
2024
Q2 		– Sell
-8
Closed -$170 – 2952
2024
Q1 		$170 Buy
+8
New +$165 ﹤0.01% 2946

Other funds holding IFGL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avior Wealth Management's IFGL Position: Q2 2024 in Review

Avior Wealth Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2024, closing a stake of 8 shares — an estimated $170 sold.

Avior Wealth Management first reported a position in IFGL in Q1 2024 and held it in 1 quarter. The position peaked at $170 in Q1 2024. 54 funds tracked by Wall St. Rank hold IFGL as of Q2 2024.

  • Avior Wealth Management reported no remaining iShares International Developed Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 iShares International Developed Real Estate ETF shares in Q2 2024, an estimated $170.
  • Avior Wealth Management first reported a position in iShares International Developed Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's iShares International Developed Real Estate ETF position peaked at $170 in Q1 2024.
  • 54 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.