Heck Capital Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Heck Capital 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
2022 Q4	–	Sell	-95,079	Closed	-$1.81M	–	144
2022 Q3	$1.81M	Sell	95,079 -61,507	-39%	-$1.36M	0.37%	54
2022 Q2	$3.51M	Buy	+156,586	New	+$3.88M	0.71%	44
2020 Q2	–	Sell	-6	Closed	-$119	–	110
2020 Q1	$119	Sell	6 -147,758	-100%	-$4.09M	﹤0.01%	103
2019 Q4	$4.46M	Sell	147,764 -3,208	-2%	-$96.9K	1.07%	22
2019 Q3	$4.48M	Sell	150,972 -2,006	-1%	-$59.6K	1.38%	21
2019 Q2	$4.56M	Sell	152,978 -1,449	-0.9%	-$43.3K	1.22%	22
2019 Q1	$4.69M	Buy	154,427 +3,380	+2%	+$98.8K	1.41%	21
2018 Q4	$4.08M	Buy	151,047 +67,428	+81%	+$1.86M	1.5%	19
2018 Q3	$2.4M	Sell	83,619 -599	-0.7%	-$17.4K	0.79%	23
2018 Q2	$2.46M	Buy	84,218 +201	+0.2%	+$6.02K	0.89%	22
2018 Q1	$2.5M	Sell	84,017 -99	-0.1%	-$2.98K	1.1%	20
2017 Q4	$2.52M	Sell	84,116 -121	-0.1%	-$3.59K	1.23%	19
2017 Q3	$2.46M	Sell	84,237 -235	-0.3%	-$6.85K	1.31%	18
2017 Q2	$2.41M	Buy	+84,472	New	+$2.42M	1.4%	20

Other funds holding IFGL

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

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

CAM

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Heck Capital Advisors's IFGL Position: Q4 2022 in Review

Heck Capital Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2022, closing a stake of 95,079 shares — an estimated $1.81M sold.

Heck Capital Advisors first reported a position in IFGL in Q2 2017 and held it in 14 quarters. The position peaked at $4.69M in Q1 2019. 62 funds tracked by Wall St. Rank hold IFGL as of Q4 2022.

Heck Capital Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Heck Capital Advisors sold 95,079 iShares International Developed Real Estate ETF shares in Q4 2022, an estimated $1.81M.
Heck Capital Advisors first reported a position in iShares International Developed Real Estate ETF in Q2 2017 and held it in 14 quarters.
Heck Capital Advisors's iShares International Developed Real Estate ETF position peaked at $4.69M in Q1 2019.
62 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2022.

Based on Heck Capital Advisors's 13F filing for Q4 2022, filed 19 May 2025.