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

Bellecapital’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
2016 Q4	–	Sell	-18,953	Closed	-$572K	–	86
2016 Q3	$572K	Buy	+18,953	New	+$571K	0.64%	35
2016 Q2	–	Sell	-45,749	Closed	-$1.34M	–	71
2016 Q1	$1.34M	Sell	45,749 -2,100	-4%	-$57.3K	1.79%	19
2015 Q4	$1.33M	Buy	47,849 +1,025	+2%	+$29.2K	1.71%	21
2015 Q3	$1.31M	Buy	46,824 +7,500	+19%	+$218K	1.94%	17
2015 Q2	$1.17M	Buy	39,324 +2,426	+7%	+$76.5K	1.5%	17
2015 Q1	$1.15M	Buy	36,898 +6,353	+21%	+$199K	1.53%	16
2014 Q4	$918K	Hold	30,545	–	–	1.25%	20
2014 Q3	$918K	Buy	30,545 +2,290	+8%	+$72.9K	1.07%	24
2014 Q2	$908K	Buy	28,255 +4,110	+17%	+$129K	0.89%	32
2014 Q1	$726K	Buy	24,145 +848	+4%	+$25.4K	0.63%	42
2013 Q4	$719K	Buy	+23,297	New	+$768K	0.69%	38

Other funds holding IFGL

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

IWC

Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return

Bellecapital's IFGL Position: Q4 2016 in Review

Bellecapital sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2016, closing a stake of 18,953 shares — an estimated $572K sold.

Bellecapital first reported a position in IFGL in Q4 2013 and held it in 11 quarters. The position peaked at $1.34M in Q1 2016. 76 funds tracked by Wall St. Rank hold IFGL as of Q4 2016.

Bellecapital reported no remaining iShares International Developed Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Bellecapital sold 18,953 iShares International Developed Real Estate ETF shares in Q4 2016, an estimated $572K.
Bellecapital first reported a position in iShares International Developed Real Estate ETF in Q4 2013 and held it in 11 quarters.
Bellecapital's iShares International Developed Real Estate ETF position peaked at $1.34M in Q1 2016.
76 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2016.

Based on Bellecapital's 13F filing for Q4 2016, filed 10 Feb 2017.