Integrated Wealth Counsel’s ISHARES ASIA DEVELOPED REAL ESTATE ETF IFAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-150
Closed -$5K 94
2015
Q2
$5K Buy
+150
New +$4.81K 0.01% 79
2014
Q1
Sell
-5,917
Closed -$190K 193
2013
Q4
$190K Buy
5,917
+417
+8% +$14K 0.14% 62
2013
Q3
$189K Hold
5,500
0.14% 60
2013
Q2
$177K Buy
+5,500
New +$195K 0.13% 66

Integrated Wealth Counsel's IFAS Position: Q3 2015 in Review

Integrated Wealth Counsel sold out of ISHARES ASIA DEVELOPED REAL ESTATE ETF (IFAS) in Q3 2015, closing a stake of 150 shares — an estimated $5K sold.

Integrated Wealth Counsel first reported a position in IFAS in Q2 2013 and held it in 4 quarters. The position peaked at $190K in Q4 2013. 0 funds tracked by Wall St. Rank hold IFAS as of Q3 2015.

  • Integrated Wealth Counsel reported no remaining ISHARES ASIA DEVELOPED REAL ESTATE ETF position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Counsel sold 150 ISHARES ASIA DEVELOPED REAL ESTATE ETF shares in Q3 2015, an estimated $5K.
  • Integrated Wealth Counsel first reported a position in ISHARES ASIA DEVELOPED REAL ESTATE ETF in Q2 2013 and held it in 4 quarters.
  • Integrated Wealth Counsel's ISHARES ASIA DEVELOPED REAL ESTATE ETF position peaked at $190K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held ISHARES ASIA DEVELOPED REAL ESTATE ETF as of Q3 2015.

Based on Integrated Wealth Counsel's 13F filing for Q3 2015, filed 27 Oct 2015.