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Genesis Wealth Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$38.5K Hold
1,294
– – 0.03% 207
2015
Q1 		$40.5K Hold
1,294
– – 0.03% 215
2014
Q4 		$41.6K Buy
+1,294
New +$39.1K 0.03% 234

Other funds holding IFGL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Genesis Wealth Advisors's IFGL Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares International Developed Real Estate ETF (IFGL) position steady in Q2 2015 at 1,294 shares worth $38.5K. The position accounts for 0.03% of the portfolio, ranked #207.

Genesis Wealth Advisors first reported a position in IFGL in Q4 2014 and has held it in 3 quarters since. The position peaked at $41.6K in Q4 2014. 77 funds tracked by Wall St. Rank hold IFGL as of Q2 2015.

  • Genesis Wealth Advisors held 1,294 shares of iShares International Developed Real Estate ETF worth $38.5K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares International Developed Real Estate ETF share count unchanged in Q2 2015.
  • iShares International Developed Real Estate ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #207 holding.
  • Genesis Wealth Advisors first reported a position in iShares International Developed Real Estate ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares International Developed Real Estate ETF position peaked at $41.6K in Q4 2014.
  • 77 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.