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

Elm 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
2021
Q1 		– Sell
-120
Closed -$3K – 171
2020
Q4 		$3K Buy
+120
New +$3.06K ﹤0.01% 263
2018
Q4 		– Sell
-120
Closed -$3K – 168
2018
Q3 		$3K Buy
+120
New +$3.5K ﹤0.01% 285

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 $2.07B AUM 19% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Elm Advisors's IFGL Position: Q1 2021 in Review

Elm Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2021, closing a stake of 120 shares — an estimated $3K sold.

Elm Advisors first reported a position in IFGL in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 59 funds tracked by Wall St. Rank hold IFGL as of Q1 2021.

  • Elm Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 120 iShares International Developed Real Estate ETF shares in Q1 2021, an estimated $3K.
  • Elm Advisors first reported a position in iShares International Developed Real Estate ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's iShares International Developed Real Estate ETF position peaked at $3K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.