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

Independence 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
2018
Q2 		– Sell
-147,301
Closed -$4.38M – 24
2018
Q1 		$4.38M Buy
147,301
+24,615
+20% +$740K 4.05% 12
2017
Q4 		$3.68M Buy
+122,686
New +$3.64M 3.37% 12

Other funds holding IFGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independence Wealth Advisors's IFGL Position: Q2 2018 in Review

Independence Wealth Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2018, closing a stake of 147,301 shares — an estimated $4.38M sold.

Independence Wealth Advisors first reported a position in IFGL in Q4 2017 and held it in 2 quarters. The position peaked at $4.38M in Q1 2018. 95 funds tracked by Wall St. Rank hold IFGL as of Q2 2018.

  • Independence Wealth Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Independence Wealth Advisors sold 147,301 iShares International Developed Real Estate ETF shares in Q2 2018, an estimated $4.38M.
  • Independence Wealth Advisors first reported a position in iShares International Developed Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • Independence Wealth Advisors's iShares International Developed Real Estate ETF position peaked at $4.38M in Q1 2018.
  • 95 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2018.

Based on Independence Wealth Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.