Gradient Investments’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Gradient Investments’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
2021 Q1	–	Sell	-450	Closed	-$11K	–	1202
2020 Q4	$11K	Hold	450	–	–	﹤0.01%	672
2020 Q3	$11K	Hold	450	–	–	﹤0.01%	676
2020 Q2	$10K	Hold	450	–	–	﹤0.01%	642
2020 Q1	$10K	Hold	450	–	–	﹤0.01%	647
2019 Q4	$14K	Hold	450	–	–	﹤0.01%	626
2019 Q3	$13K	Sell	450 -1	-0.2%	-$30	﹤0.01%	608
2019 Q2	$13K	Buy	451 +1	+0.2%	+$30	﹤0.01%	595
2019 Q1	$14K	Hold	450	–	–	﹤0.01%	501
2018 Q4	$12K	Sell	450 -160,598	-100%	-$4.44M	﹤0.01%	544
2018 Q3	$4.03M	Buy	161,048 +160,598	+35,688%	+$4.68M	0.21%	88
2018 Q2	$13K	Hold	450	–	–	﹤0.01%	562
2018 Q1	$13K	Hold	450	–	–	﹤0.01%	576
2017 Q4	$14K	Buy	+450	New	+$13.3K	﹤0.01%	531
2017 Q3	–	Sell	-450	Closed	-$13K	–	456
2017 Q2	$13K	Hold	450	–	–	﹤0.01%	445
2017 Q1	$12K	Hold	450	–	–	﹤0.01%	485
2016 Q4	$12K	Hold	450	–	–	﹤0.01%	430
2016 Q3	$14K	Hold	450	–	–	﹤0.01%	407
2016 Q2	$13K	Hold	450	–	–	﹤0.01%	394
2016 Q1	$13K	Hold	450	–	–	﹤0.01%	407
2015 Q4	$13K	Hold	450	–	–	﹤0.01%	371
2015 Q3	$13K	Hold	450	–	–	﹤0.01%	354
2015 Q2	$13K	Hold	450	–	–	﹤0.01%	354
2015 Q1	$14K	Hold	450	–	–	﹤0.01%	352
2014 Q4	$14K	Hold	450	–	–	﹤0.01%	324
2014 Q3	$14K	Hold	450	–	–	﹤0.01%	303
2014 Q2	$14K	Hold	450	–	–	﹤0.01%	322
2014 Q1	$14K	Hold	450	–	–	﹤0.01%	314
2013 Q4	$14K	Hold	450	–	–	﹤0.01%	344
2013 Q3	$15K	Hold	450	–	–	﹤0.01%	253
2013 Q2	$14K	Buy	+450	New	+$15.5K	0.01%	249

Other funds holding IFGL

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

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

CAM

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Gradient Investments's IFGL Position: Q1 2021 in Review

Gradient Investments sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2021, closing a stake of 450 shares — an estimated $11K sold.

Gradient Investments first reported a position in IFGL in Q2 2013 and held it in 30 quarters. The position peaked at $4.03M in Q3 2018. 59 funds tracked by Wall St. Rank hold IFGL as of Q1 2021.

Gradient Investments reported no remaining iShares International Developed Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Gradient Investments sold 450 iShares International Developed Real Estate ETF shares in Q1 2021, an estimated $11K.
Gradient Investments first reported a position in iShares International Developed Real Estate ETF in Q2 2013 and held it in 30 quarters.
Gradient Investments's iShares International Developed Real Estate ETF position peaked at $4.03M in Q3 2018.
59 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.