Carson Wealth (CWM LLC)
IFGL icon

Carson Wealth (CWM LLC)’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Carson Wealth (CWM 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
2024
Q4 		– Sell
-89
Closed -$2K – 5019
2024
Q3 		$2K Sell
89
-41
-32% -$881 ﹤0.01% 4402
2024
Q2 		$3K Buy
+130
New +$2.68K ﹤0.01% 4077
2017
Q4 		– Sell
-1,712
Closed -$50K – 1508
2017
Q3 		$50K Buy
+1,712
New +$49.9K ﹤0.01% 526

Other funds holding IFGL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IFGL Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2024, closing a stake of 89 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in IFGL in Q3 2017 and held it in 3 quarters. The position peaked at $50K in Q3 2017. 53 funds tracked by Wall St. Rank hold IFGL as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining iShares International Developed Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 89 iShares International Developed Real Estate ETF shares in Q4 2024, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in iShares International Developed Real Estate ETF in Q3 2017 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s iShares International Developed Real Estate ETF position peaked at $50K in Q3 2017.
  • 53 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.