EFG Asset Management (Americas)’s iShares International Developed Real Estate ETF IFGL Stock Holding History

EFG Asset Management (Americas)’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
2018 Q3	–	Sell	-12,027	Closed	-$351K	–	116
2018 Q2	$351K	Hold	12,027	–	–	0.11%	107
2018 Q1	$358K	Hold	12,027	–	–	0.15%	104
2017 Q4	$361K	Hold	12,027	–	–	0.13%	112
2017 Q3	$351K	Buy	12,027 +1,403	+13%	+$40.9K	0.13%	113
2017 Q2	$303K	Sell	10,624 -1,698	-14%	-$48.6K	0.11%	114
2017 Q1	$338K	Hold	12,322	–	–	0.13%	97
2016 Q4	$324K	Hold	12,322	–	–	0.14%	94
2016 Q3	$372K	Buy	12,322 +3,587	+41%	+$108K	0.16%	84
2016 Q2	$255K	Hold	8,735	–	–	0.12%	84
2016 Q1	$255K	Hold	8,735	–	–	0.13%	84
2015 Q4	$244K	Hold	8,735	–	–	0.15%	76
2015 Q3	$245K	Hold	8,735	–	–	0.15%	77
2015 Q2	$274K	Buy	+8,735	New	+$276K	0.17%	86

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

EFG Asset Management (Americas)'s IFGL Position: Q3 2018 in Review

EFG Asset Management (Americas) sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2018, closing a stake of 12,027 shares — an estimated $351K sold.

EFG Asset Management (Americas) first reported a position in IFGL in Q2 2015 and held it in 13 quarters. The position peaked at $372K in Q3 2016. 86 funds tracked by Wall St. Rank hold IFGL as of Q3 2018.

EFG Asset Management (Americas) reported no remaining iShares International Developed Real Estate ETF position as of Q3 2018 after selling out during the quarter.
EFG Asset Management (Americas) sold 12,027 iShares International Developed Real Estate ETF shares in Q3 2018, an estimated $351K.
EFG Asset Management (Americas) first reported a position in iShares International Developed Real Estate ETF in Q2 2015 and held it in 13 quarters.
EFG Asset Management (Americas)'s iShares International Developed Real Estate ETF position peaked at $372K in Q3 2016.
86 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2018.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2018, filed 9 Oct 2018.