FFA
WPS

Founders Financial Alliance’s iShares International Developed Property ETF WPS Stock Holding History

Founders Financial Alliance’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
2022
Q3 		– Sell
-401
Closed -$12K – 559
2022
Q2 		$12K Buy
+401
New +$12.9K 0.01% 430

Other funds holding WPS

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

Founders Financial Alliance's WPS Position: Q3 2022 in Review

Founders Financial Alliance sold out of iShares International Developed Property ETF (WPS) in Q3 2022, closing a stake of 401 shares — an estimated $12K sold.

Founders Financial Alliance first reported a position in WPS in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 31 funds tracked by Wall St. Rank hold WPS as of Q3 2022.

  • Founders Financial Alliance reported no remaining iShares International Developed Property ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 401 iShares International Developed Property ETF shares in Q3 2022, an estimated $12K.
  • Founders Financial Alliance first reported a position in iShares International Developed Property ETF in Q2 2022 and held it in 1 quarter.
  • Founders Financial Alliance's iShares International Developed Property ETF position peaked at $12K in Q2 2022.
  • 31 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.