Cahill Financial Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Cahill Financial Advisors’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
2021 Q4	–	Sell	-652	Closed	-$18K	–	474
2021 Q3	$18K	Buy	+652	New	+$19.4K	﹤0.01%	464
2015 Q2	–	Sell	-12,635	Closed	-$393K	–	109
2015 Q1	$393K	Sell	12,635 -9,680	-43%	-$303K	0.3%	77
2014 Q4	$671K	Sell	22,315 -6,003	-21%	-$182K	0.52%	48
2014 Q3	$851K	Sell	28,318 -6,431	-19%	-$205K	0.68%	42
2014 Q2	$1.12M	Buy	34,749 +3,079	+10%	+$96.7K	0.88%	36
2014 Q1	$952K	Buy	31,670 +1,512	+5%	+$45.3K	0.81%	36
2013 Q4	$931K	Buy	+30,158	New	+$994K	0.81%	35

Other funds holding IFGL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

CAM

Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Cahill Financial Advisors's IFGL Position: Q4 2021 in Review

Cahill Financial Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2021, closing a stake of 652 shares — an estimated $18K sold.

Cahill Financial Advisors first reported a position in IFGL in Q4 2013 and held it in 7 quarters. The position peaked at $1.12M in Q2 2014. 64 funds tracked by Wall St. Rank hold IFGL as of Q4 2021.

Cahill Financial Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 652 iShares International Developed Real Estate ETF shares in Q4 2021, an estimated $18K.
Cahill Financial Advisors first reported a position in iShares International Developed Real Estate ETF in Q4 2013 and held it in 7 quarters.
Cahill Financial Advisors's iShares International Developed Real Estate ETF position peaked at $1.12M in Q2 2014.
64 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.