Continuum Advisory’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Continuum Advisory’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	-6,757	Closed	-$204K	–	148
2019 Q4	$204K	Buy	+6,757	New	+$204K	0.12%	129
2019 Q3	–	Sell	-6,789	Closed	-$203K	–	135
2019 Q2	$203K	Sell	6,789 -4,988	-42%	-$149K	0.14%	119
2019 Q1	$360K	Sell	11,777 -1,608	-12%	-$47K	0.27%	89
2018 Q4	$362K	Buy	+13,385	New	+$370K	0.27%	97

Other funds holding IFGL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

CAM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Continuum Advisory's IFGL Position: Q1 2020 in Review

Continuum Advisory sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2020, closing a stake of 6,757 shares — an estimated $204K sold.

Continuum Advisory first reported a position in IFGL in Q4 2018 and held it in 4 quarters. The position peaked at $362K in Q4 2018. 81 funds tracked by Wall St. Rank hold IFGL as of Q1 2020.

Continuum Advisory reported no remaining iShares International Developed Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Continuum Advisory sold 6,757 iShares International Developed Real Estate ETF shares in Q1 2020, an estimated $204K.
Continuum Advisory first reported a position in iShares International Developed Real Estate ETF in Q4 2018 and held it in 4 quarters.
Continuum Advisory's iShares International Developed Real Estate ETF position peaked at $362K in Q4 2018.
81 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2020.

Based on Continuum Advisory's 13F filing for Q1 2020, filed 18 May 2021.