Castle Wealth Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Castle Wealth Management’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	-21,920	Closed	-$417K	–	346
2022 Q3	$417K	Sell	21,920 -61,915	-74%	-$1.37M	0.25%	68
2022 Q2	$1.88M	Buy	+83,835	New	+$2.08M	1.09%	22

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

Castle Wealth Management's IFGL Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2022, closing a stake of 21,920 shares — an estimated $417K sold.

Castle Wealth Management first reported a position in IFGL in Q2 2022 and held it in 2 quarters. The position peaked at $1.88M in Q2 2022. 62 funds tracked by Wall St. Rank hold IFGL as of Q4 2022.

Castle Wealth Management reported no remaining iShares International Developed Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 21,920 iShares International Developed Real Estate ETF shares in Q4 2022, an estimated $417K.
Castle Wealth Management first reported a position in iShares International Developed Real Estate ETF in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's iShares International Developed Real Estate ETF position peaked at $1.88M in Q2 2022.
62 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.