EPG Wealth Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History

EPG Wealth Management’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
2022 Q2	–	Sell	-291	Closed	-$8K	–	292
2022 Q1	$8K	Hold	291	–	–	﹤0.01%	362
2021 Q4	$8K	Hold	291	–	–	﹤0.01%	365
2021 Q3	$8K	Buy	+291	New	+$8.67K	﹤0.01%	339
2020 Q2	–	Sell	-291	Closed	-$6K	–	427
2020 Q1	$6K	Hold	291	–	–	﹤0.01%	563
2019 Q4	$9K	Buy	+291	New	+$8.79K	0.01%	438

Other funds holding IFGL

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return

EPG Wealth Management's IFGL Position: Q2 2022 in Review

EPG Wealth Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2022, closing a stake of 291 shares — an estimated $8K sold.

EPG Wealth Management first reported a position in IFGL in Q4 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 63 funds tracked by Wall St. Rank hold IFGL as of Q2 2022.

EPG Wealth Management reported no remaining iShares International Developed Real Estate ETF position as of Q2 2022 after selling out during the quarter.
EPG Wealth Management sold 291 iShares International Developed Real Estate ETF shares in Q2 2022, an estimated $8K.
EPG Wealth Management first reported a position in iShares International Developed Real Estate ETF in Q4 2019 and held it in 5 quarters.
EPG Wealth Management's iShares International Developed Real Estate ETF position peaked at $9K in Q4 2019.
63 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2022.

Based on EPG Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.