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Fiduciary Alliance’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-697
Closed -$13.8K – 518
2023
Q2 		$13.8K Buy
+697
New +$14.4K ﹤0.01% 500
2023
Q1 		– Sell
-697
Closed -$14.7K – 464
2022
Q4 		$14.7K Buy
+697
New +$14K ﹤0.01% 348

Other funds holding IFGL

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Fiduciary Alliance's IFGL Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2023, closing a stake of 697 shares — an estimated $13.8K sold.

Fiduciary Alliance first reported a position in IFGL in Q4 2022 and held it in 2 quarters. The position peaked at $14.7K in Q4 2022. 55 funds tracked by Wall St. Rank hold IFGL as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares International Developed Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 697 iShares International Developed Real Estate ETF shares in Q3 2023, an estimated $13.8K.
  • Fiduciary Alliance first reported a position in iShares International Developed Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's iShares International Developed Real Estate ETF position peaked at $14.7K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.