Capital Advisors Ltd’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Capital Advisors Ltd’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 Q1	–	Sell	-633	Closed	-$17K	–	481
2020 Q4	$17K	Sell	633 -795	-56%	-$20.2K	﹤0.01%	354
2020 Q3	$34K	Hold	1,428	–	–	0.01%	299
2020 Q2	$33K	Hold	1,428	–	–	0.01%	296
2020 Q1	$31K	Hold	1,428	–	–	0.01%	289
2019 Q4	$43K	Hold	1,428	–	–	0.01%	268
2019 Q3	$42K	Hold	1,428	–	–	0.01%	267
2019 Q2	$43K	Hold	1,428	–	–	0.01%	294
2019 Q1	$43K	Hold	1,428	–	–	0.01%	300
2018 Q4	$39K	Hold	1,428	–	–	0.01%	306
2018 Q3	$41K	Hold	1,428	–	–	0.01%	323
2018 Q2	$42K	Hold	1,428	–	–	0.01%	245
2018 Q1	$42K	Hold	1,428	–	–	0.01%	236
2017 Q4	$43K	Hold	1,428	–	–	0.01%	233
2017 Q3	$42K	Hold	1,428	–	–	0.01%	231
2017 Q2	$41K	Hold	1,428	–	–	0.02%	230
2017 Q1	$39K	Hold	1,428	–	–	0.02%	212
2016 Q4	$38K	Hold	1,428	–	–	0.02%	210
2016 Q3	$43K	Hold	1,428	–	–	0.02%	202
2016 Q2	$42K	Hold	1,428	–	–	0.02%	199
2016 Q1	$42K	Hold	1,428	–	–	0.02%	196
2015 Q4	$40K	Hold	1,428	–	–	0.02%	200
2015 Q3	$40K	Hold	1,428	–	–	0.02%	191
2015 Q2	$42K	Hold	1,428	–	–	0.02%	200
2015 Q1	$44K	Hold	1,428	–	–	0.02%	191
2014 Q4	$43K	Hold	1,428	–	–	0.02%	184
2014 Q3	$42K	Hold	1,428	–	–	0.02%	191
2014 Q2	$46K	Hold	1,428	–	–	0.03%	186
2014 Q1	$43K	Hold	1,428	–	–	0.03%	189
2013 Q4	$44K	Buy	+1,428	New	+$47.1K	0.03%	153

Other funds holding IFGL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

CAM

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Capital Advisors Ltd's IFGL Position: Q1 2021 in Review

Capital Advisors Ltd sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2021, closing a stake of 633 shares — an estimated $17K sold.

Capital Advisors Ltd first reported a position in IFGL in Q4 2013 and held it in 29 quarters. The position peaked at $46K in Q2 2014. 59 funds tracked by Wall St. Rank hold IFGL as of Q1 2021.

Capital Advisors Ltd reported no remaining iShares International Developed Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Capital Advisors Ltd sold 633 iShares International Developed Real Estate ETF shares in Q1 2021, an estimated $17K.
Capital Advisors Ltd first reported a position in iShares International Developed Real Estate ETF in Q4 2013 and held it in 29 quarters.
Capital Advisors Ltd's iShares International Developed Real Estate ETF position peaked at $46K in Q2 2014.
59 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2021.

Based on Capital Advisors Ltd's 13F filing for Q1 2021, filed 13 May 2021.