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

Evermay 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
2024
Q4 		– Sell
-2,245
Closed -$51.2K – 594
2024
Q3 		$51.2K Sell
2,245
-3,102
-58% -$66.7K 0.01% 336
2024
Q2 		$106K Sell
5,347
-200
-4% -$4.12K 0.02% 263
2024
Q1 		$118K Buy
+5,547
New +$115K 0.02% 260

Other funds holding IFGL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Evermay Wealth Management's IFGL Position: Q4 2024 in Review

Evermay Wealth Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2024, closing a stake of 2,245 shares — an estimated $51.2K sold.

Evermay Wealth Management first reported a position in IFGL in Q1 2024 and held it in 3 quarters. The position peaked at $118K in Q1 2024. 53 funds tracked by Wall St. Rank hold IFGL as of Q4 2024.

  • Evermay Wealth Management reported no remaining iShares International Developed Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 2,245 iShares International Developed Real Estate ETF shares in Q4 2024, an estimated $51.2K.
  • Evermay Wealth Management first reported a position in iShares International Developed Real Estate ETF in Q1 2024 and held it in 3 quarters.
  • Evermay Wealth Management's iShares International Developed Real Estate ETF position peaked at $118K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.