Johnson Financial Group Inc (Wisconsin)’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-40	Closed	-$1K	–	644
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	614
2022 Q2	$1K	Sell	40 -322	-89%	-$7.99K	﹤0.01%	645
2022 Q1	$10K	Hold	362	–	–	﹤0.01%	581
2021 Q4	$10K	Hold	362	–	–	﹤0.01%	616
2021 Q3	$10K	Hold	362	–	–	﹤0.01%	545
2021 Q2	$11K	Hold	362	–	–	﹤0.01%	556
2021 Q1	$10K	Buy	+362	New	+$9.91K	﹤0.01%	547

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 $2.31B AUM 21.64% 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 $508M AUM 50.99% 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

Johnson Financial Group Inc (Wisconsin)'s IFGL Position: Q4 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2022, closing a stake of 40 shares — an estimated $1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IFGL in Q1 2021 and held it in 7 quarters. The position peaked at $11K in Q2 2021. 62 funds tracked by Wall St. Rank hold IFGL as of Q4 2022.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares International Developed Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 40 iShares International Developed Real Estate ETF shares in Q4 2022, an estimated $1K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares International Developed Real Estate ETF in Q1 2021 and held it in 7 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares International Developed Real Estate ETF position peaked at $11K in Q2 2021.
62 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2022, filed 13 Feb 2023.