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Integrated Wealth Management (Palm Desert)’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-162
Closed -$5K – 600
2016
Q3 		$5K Sell
162
-92
-36% -$2.77K ﹤0.01% 902
2016
Q2 		$7K Buy
+254
New +$7.47K ﹤0.01% 844

Other funds holding IFGL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 8.11% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IFGL Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2016, closing a stake of 162 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IFGL in Q2 2016 and held it in 2 quarters. The position peaked at $7K in Q2 2016. 76 funds tracked by Wall St. Rank hold IFGL as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares International Developed Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 162 iShares International Developed Real Estate ETF shares in Q4 2016, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares International Developed Real Estate ETF in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s iShares International Developed Real Estate ETF position peaked at $7K in Q2 2016.
  • 76 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.