Financial Gravity Asset Management’s iShares International Developed Property ETF WPS Stock Holding History

Financial Gravity Asset Management’s Portfolio WPS Stock Details WPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$128	–	1828
2024 Q1	$128	Hold	4	–	–	﹤0.01%	951
2023 Q4	$129	Buy	+4	New	+$104	﹤0.01%	1075
2021 Q3	$37K	Hold	3	–	–	0.02%	665
2021 Q2	$38K	Buy	+3	New	+$115	0.01%	658
2020 Q4	$0	Buy	+3	New	+$100	﹤0.01%	688
2019 Q4	$39K	Hold	278	–	–	0.03%	760
2019 Q3	$11K	Buy	278 +2	+0.7%	+$76	0.01%	603
2019 Q2	$10K	Sell	276 -5	-2%	-$191	0.01%	611
2019 Q1	$11K	Buy	+281	New	+$10.5K	0.01%	543
2018 Q3	$13K	Sell	369 -14	-4%	-$530	0.01%	535
2018 Q2	$14K	Buy	383 +54	+16%	+$2.12K	0.01%	522
2018 Q1	$13K	Buy	+329	New	+$13K	0.01%	554

Other funds holding WPS

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return

CPA

Cardiff Park Advisors Carlsbad, California $1.29B AUM 23.67% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

Financial Gravity Asset Management's WPS Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares International Developed Property ETF (WPS) in Q2 2024, closing a stake of 4 shares — an estimated $128 sold.

Financial Gravity Asset Management first reported a position in WPS in Q1 2018 and held it in 12 quarters. The position peaked at $39K in Q4 2019. 26 funds tracked by Wall St. Rank hold WPS as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares International Developed Property ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 4 iShares International Developed Property ETF shares in Q2 2024, an estimated $128.
Financial Gravity Asset Management first reported a position in iShares International Developed Property ETF in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's iShares International Developed Property ETF position peaked at $39K in Q4 2019.
26 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.