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Edmonds Duncan Registered Investment Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Edmonds Duncan Registered Investment 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
Q4 		– Sell
-33,625
Closed -$805K – 134
2020
Q3 		$805K Buy
33,625
+383
+1% +$9.23K 0.34% 57
2020
Q2 		$770K Buy
33,242
+184
+0.6% +$4.18K 0.33% 57
2020
Q1 		$715K Buy
33,058
+4,470
+16% +$124K 0.36% 53
2019
Q4 		$863K Buy
28,588
+815
+3% +$24.6K 0.35% 52
2019
Q3 		$824K Sell
27,773
-1,325
-5% -$39.4K 0.35% 49
2019
Q2 		$871K Sell
29,098
-558
-2% -$16.7K 0.36% 47
2019
Q1 		$902K Sell
29,656
-190
-0.6% -$5.55K 0.38% 48
2018
Q4 		$807K Buy
29,846
+1,793
+6% +$49.6K 0.38% 49
2018
Q3 		$804K Buy
28,053
+435
+2% +$12.7K 0.33% 49
2018
Q2 		$806K Buy
27,618
+897
+3% +$26.9K 0.35% 51
2018
Q1 		$794K Buy
26,721
+61
+0.2% +$1.83K 0.36% 52
2017
Q4 		$799K Buy
26,660
+2,138
+9% +$63.4K 0.36% 52
2017
Q3 		$728K Sell
24,522
-32,509
-57% -$948K 0.34% 55
2017
Q2 		$1.62M Buy
57,031
+1,272
+2% +$36.4K 0.94% 28
2017
Q1 		$1.57M Buy
55,759
+4,647
+9% +$126K 0.84% 33
2016
Q4 		$1.34M Buy
51,112
+2,745
+6% +$76.2K 0.78% 34
2016
Q3 		$1.37M Sell
48,367
-163
-0.3% -$4.91K 0.83% 34
2016
Q2 		$1.49M Sell
48,530
-572
-1% -$16.8K 0.89% 34
2016
Q1 		$1.44M Buy
49,102
+687
+1% +$18.7K 0.96% 34
2015
Q4 		$1.35M Buy
+48,415
New +$1.38M 0.93% 34

Other funds holding IFGL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
UBS Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's IFGL Position: Q4 2020 in Review

Edmonds Duncan Registered Investment Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2020, closing a stake of 33,625 shares — an estimated $805K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in IFGL in Q4 2015 and held it in 20 quarters. The position peaked at $1.62M in Q2 2017. 65 funds tracked by Wall St. Rank hold IFGL as of Q4 2020.

  • Edmonds Duncan Registered Investment Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 33,625 iShares International Developed Real Estate ETF shares in Q4 2020, an estimated $805K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in iShares International Developed Real Estate ETF in Q4 2015 and held it in 20 quarters.
  • Edmonds Duncan Registered Investment Advisors's iShares International Developed Real Estate ETF position peaked at $1.62M in Q2 2017.
  • 65 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2020.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q4 2020, filed 19 Feb 2021.