Golden State Wealth Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Golden State Wealth Management’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 Q4	–	Sell	-20,041	Closed	-$595K	–	467
2019 Q3	$595K	Sell	20,041 -475	-2%	-$14.1K	0.2%	93
2019 Q2	$611K	Sell	20,516 -8,158	-28%	-$244K	0.19%	102
2019 Q1	$872K	Buy	+28,674	New	+$838K	0.29%	72

Other funds holding IFGL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

EHPM

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

CAM

Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return

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

DWA

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Golden State Wealth Management's IFGL Position: Q4 2019 in Review

Golden State Wealth Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2019, closing a stake of 20,041 shares — an estimated $595K sold.

Golden State Wealth Management first reported a position in IFGL in Q1 2019 and held it in 3 quarters. The position peaked at $872K in Q1 2019. 96 funds tracked by Wall St. Rank hold IFGL as of Q4 2019.

Golden State Wealth Management reported no remaining iShares International Developed Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 20,041 iShares International Developed Real Estate ETF shares in Q4 2019, an estimated $595K.
Golden State Wealth Management first reported a position in iShares International Developed Real Estate ETF in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's iShares International Developed Real Estate ETF position peaked at $872K in Q1 2019.
96 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.