Concourse Financial Group Securities’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Concourse Financial Group Securities’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
2020 Q1	–	Sell	-437	Closed	-$12.1K	–	2225
2019 Q4	$13K	Hold	437	–	–	﹤0.01%	1380
2019 Q3	$13K	Sell	437 -114	-21%	-$3.39K	﹤0.01%	1081
2019 Q2	$16K	Hold	551	–	–	﹤0.01%	1331
2019 Q1	$16K	Buy	551 +114	+26%	+$3.33K	﹤0.01%	1343
2018 Q4	$11K	Buy	+437	New	+$12.1K	﹤0.01%	1392

Other funds holding IFGL

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HHGA

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

CAM

Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Concourse Financial Group Securities's IFGL Position: Q1 2020 in Review

Concourse Financial Group Securities sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2020, closing a stake of 437 shares — an estimated $12.1K sold.

Concourse Financial Group Securities first reported a position in IFGL in Q4 2018 and held it in 5 quarters. The position peaked at $16K in Q2 2019. 81 funds tracked by Wall St. Rank hold IFGL as of Q1 2020.

Concourse Financial Group Securities reported no remaining iShares International Developed Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 437 iShares International Developed Real Estate ETF shares in Q1 2020, an estimated $12.1K.
Concourse Financial Group Securities first reported a position in iShares International Developed Real Estate ETF in Q4 2018 and held it in 5 quarters.
Concourse Financial Group Securities's iShares International Developed Real Estate ETF position peaked at $16K in Q2 2019.
81 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2020.

Based on Concourse Financial Group Securities's 13F filing for Q1 2020, filed 13 May 2020.