Fusion Family Wealth’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Fusion Family Wealth’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
2019 Q1	–	Sell	-1,000	Closed	-$27K	–	195
2018 Q4	$27K	Hold	1,000	–	–	0.01%	141
2018 Q3	$29K	Hold	1,000	–	–	0.01%	149
2018 Q2	$30K	Hold	1,000	–	–	0.01%	161
2018 Q1	$30K	Hold	1,000	–	–	0.01%	147
2017 Q4	$30K	Hold	1,000	–	–	0.01%	167
2017 Q3	$29K	Hold	1,000	–	–	0.01%	119
2017 Q2	$28K	Hold	1,000	–	–	0.01%	151
2017 Q1	$27K	Hold	1,000	–	–	0.01%	149
2016 Q4	$27K	Buy	+1,000	New	+$27.8K	0.02%	161

Other funds holding IFGL

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Fusion Family Wealth's IFGL Position: Q1 2019 in Review

Fusion Family Wealth sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2019, closing a stake of 1,000 shares — an estimated $27K sold.

Fusion Family Wealth first reported a position in IFGL in Q4 2016 and held it in 9 quarters. The position peaked at $30K in Q2 2018. 100 funds tracked by Wall St. Rank hold IFGL as of Q1 2019.

Fusion Family Wealth reported no remaining iShares International Developed Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 1,000 iShares International Developed Real Estate ETF shares in Q1 2019, an estimated $27K.
Fusion Family Wealth first reported a position in iShares International Developed Real Estate ETF in Q4 2016 and held it in 9 quarters.
Fusion Family Wealth's iShares International Developed Real Estate ETF position peaked at $30K in Q2 2018.
100 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.