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

Bogart Wealth 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
2023 Q4	–	Sell	-233	Closed	-$4.42K	–	1089
2023 Q3	$4.42K	Hold	233	–	–	﹤0.01%	740
2023 Q2	$4.63K	Hold	233	–	–	﹤0.01%	724
2023 Q1	$4.83K	Hold	233	–	–	﹤0.01%	721
2022 Q4	$4.91K	Hold	233	–	–	﹤0.01%	666
2022 Q3	$4K	Hold	233	–	–	﹤0.01%	723
2022 Q2	$5K	Hold	233	–	–	﹤0.01%	641
2022 Q1	$6K	Hold	233	–	–	﹤0.01%	553
2021 Q4	$7K	Hold	233	–	–	﹤0.01%	514
2021 Q3	$7K	Sell	233 -97	-29%	-$2.89K	﹤0.01%	502
2021 Q2	$10K	Buy	330 +233	+240%	+$6.82K	﹤0.01%	447
2021 Q1	$3K	Buy	+97	New	+$2.66K	﹤0.01%	522

Other funds holding IFGL

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return

RPCA

Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Bogart Wealth LLC's IFGL Position: Q4 2023 in Review

Bogart Wealth LLC sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2023, closing a stake of 233 shares — an estimated $4.42K sold.

Bogart Wealth LLC first reported a position in IFGL in Q1 2021 and held it in 11 quarters. The position peaked at $10K in Q2 2021. 54 funds tracked by Wall St. Rank hold IFGL as of Q4 2023.

Bogart Wealth LLC reported no remaining iShares International Developed Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Bogart Wealth LLC sold 233 iShares International Developed Real Estate ETF shares in Q4 2023, an estimated $4.42K.
Bogart Wealth LLC first reported a position in iShares International Developed Real Estate ETF in Q1 2021 and held it in 11 quarters.
Bogart Wealth LLC's iShares International Developed Real Estate ETF position peaked at $10K in Q2 2021.
54 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2023.

Based on Bogart Wealth LLC's 13F filing for Q4 2023, filed 7 Feb 2024.