CWAF
IFGL icon

Core Wealth Advisors (Florida)’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-889
Closed -$19K – 145
2020
Q1 		$19K Buy
+889
New +$24.6K 0.01% 71

Other funds holding IFGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IFGL Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2020, closing a stake of 889 shares — an estimated $19K sold.

Core Wealth Advisors (Florida) first reported a position in IFGL in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 71 funds tracked by Wall St. Rank hold IFGL as of Q2 2020.

  • Core Wealth Advisors (Florida) reported no remaining iShares International Developed Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 889 iShares International Developed Real Estate ETF shares in Q2 2020, an estimated $19K.
  • Core Wealth Advisors (Florida) first reported a position in iShares International Developed Real Estate ETF in Q1 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s iShares International Developed Real Estate ETF position peaked at $19K in Q1 2020.
  • 71 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.