Divergent Wealth Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Divergent Wealth Advisors’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 Q3	–	Sell	-285,105	Closed	-$6.61M	–	40
2020 Q2	$6.61M	Sell	285,105 -82,852	-23%	-$1.88M	1.94%	14
2020 Q1	$7.96M	Buy	367,957 +217,739	+145%	+$6.03M	2.83%	10
2019 Q4	$4.54M	Sell	150,218 -21,190	-12%	-$640K	1.34%	14
2019 Q3	$5.09M	Buy	171,408 +28,962	+20%	+$860K	1.58%	14
2019 Q2	$4.25M	Sell	142,446 -17,103	-11%	-$511K	1.35%	14
2019 Q1	$4.85M	Sell	159,549 -3,591	-2%	-$105K	1.61%	14
2018 Q4	$4.41M	Sell	163,140 -15,579	-9%	-$431K	1.64%	14
2018 Q3	$4.93M	Sell	178,719 -1	-0%	-$29	1.7%	14
2018 Q2	$5.21M	Buy	178,720 +5,988	+3%	+$179K	1.88%	14
2018 Q1	$5.13M	Buy	172,732 +26,922	+18%	+$809K	1.92%	14
2017 Q4	$4.37M	Buy	+145,810	New	+$4.32M	1.85%	14

Other funds holding IFGL

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HHGA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Divergent Wealth Advisors's IFGL Position: Q3 2020 in Review

Divergent Wealth Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2020, closing a stake of 285,105 shares — an estimated $6.61M sold.

Divergent Wealth Advisors first reported a position in IFGL in Q4 2017 and held it in 11 quarters. The position peaked at $7.96M in Q1 2020. 61 funds tracked by Wall St. Rank hold IFGL as of Q3 2020.

Divergent Wealth Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Divergent Wealth Advisors sold 285,105 iShares International Developed Real Estate ETF shares in Q3 2020, an estimated $6.61M.
Divergent Wealth Advisors first reported a position in iShares International Developed Real Estate ETF in Q4 2017 and held it in 11 quarters.
Divergent Wealth Advisors's iShares International Developed Real Estate ETF position peaked at $7.96M in Q1 2020.
61 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2020.

Based on Divergent Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.