Disciplined Investments’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-58	Closed	-$1.15K	–	781
2023 Q2	$1.15K	Sell	58 -471	-89%	-$9.75K	﹤0.01%	902
2023 Q1	$11K	Hold	529	–	–	﹤0.01%	342
2022 Q4	$11.1K	Hold	529	–	–	0.01%	313
2022 Q3	$10K	Hold	529	–	–	﹤0.01%	358
2022 Q2	$12K	Hold	529	–	–	0.01%	362
2022 Q1	$14K	Hold	529	–	–	0.01%	362
2021 Q4	$15K	Sell	529 -72	-12%	-$2.06K	0.01%	331
2021 Q3	$17K	Hold	601	–	–	0.01%	281
2021 Q2	$18K	Sell	601 -84	-12%	-$2.46K	0.01%	271
2021 Q1	$19K	Hold	685	–	–	0.01%	236
2020 Q4	$19K	Sell	685 -94	-12%	-$2.39K	0.01%	203
2020 Q3	$19K	Sell	779 -54	-6%	-$1.3K	0.01%	219
2020 Q2	$19K	Buy	833 +93	+13%	+$2.11K	0.01%	228
2020 Q1	$16K	Hold	740	–	–	0.02%	237
2019 Q4	$22K	Buy	+740	New	+$22.4K	0.02%	237

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 $2.31B AUM 21.64% 1-Year Est. Return

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

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

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Disciplined Investments's IFGL Position: Q3 2023 in Review

Disciplined Investments sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2023, closing a stake of 58 shares — an estimated $1.15K sold.

Disciplined Investments first reported a position in IFGL in Q4 2019 and held it in 15 quarters. The position peaked at $22K in Q4 2019. 55 funds tracked by Wall St. Rank hold IFGL as of Q3 2023.

Disciplined Investments reported no remaining iShares International Developed Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 58 iShares International Developed Real Estate ETF shares in Q3 2023, an estimated $1.15K.
Disciplined Investments first reported a position in iShares International Developed Real Estate ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's iShares International Developed Real Estate ETF position peaked at $22K in Q4 2019.
55 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.