Capital Insight Partners’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Capital Insight Partners’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
2022 Q4	–	Sell	-16,718	Closed	-$318K	–	160
2022 Q3	$318K	Buy	16,718 +157	+0.9%	+$3.48K	0.09%	126
2022 Q2	$372K	Sell	16,561 -307	-2%	-$7.61K	0.09%	130
2022 Q1	$459K	Hold	16,868	–	–	0.09%	135
2021 Q4	$481K	Hold	16,868	–	–	0.1%	125
2021 Q3	$472K	Hold	16,868	–	–	0.1%	128
2021 Q2	$494K	Sell	16,868 -304	-2%	-$8.9K	0.11%	126
2021 Q1	$474K	Buy	17,172 +1,335	+8%	+$36.6K	0.12%	126
2020 Q4	$430K	Hold	15,837	–	–	0.11%	126
2020 Q3	$379K	Hold	15,837	–	–	0.11%	128
2020 Q2	$367K	Hold	15,837	–	–	0.12%	129
2020 Q1	$342K	Buy	+15,837	New	+$439K	0.18%	81

Other funds holding IFGL

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

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

CAM

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

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

PAMS

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

OPA

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Capital Insight Partners's IFGL Position: Q4 2022 in Review

Capital Insight Partners sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2022, closing a stake of 16,718 shares — an estimated $318K sold.

Capital Insight Partners first reported a position in IFGL in Q1 2020 and held it in 11 quarters. The position peaked at $494K in Q2 2021. 62 funds tracked by Wall St. Rank hold IFGL as of Q4 2022.

Capital Insight Partners reported no remaining iShares International Developed Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Capital Insight Partners sold 16,718 iShares International Developed Real Estate ETF shares in Q4 2022, an estimated $318K.
Capital Insight Partners first reported a position in iShares International Developed Real Estate ETF in Q1 2020 and held it in 11 quarters.
Capital Insight Partners's iShares International Developed Real Estate ETF position peaked at $494K in Q2 2021.
62 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2022.

Based on Capital Insight Partners's 13F filing for Q4 2022, filed 7 Feb 2023.