Joseph P. Lucia & Associates’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Joseph P. Lucia & Associates’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
2020 Q3	–	Sell	-267	Closed	-$6K	–	243
2020 Q2	$6K	Hold	267	–	–	0.01%	354
2020 Q1	$6K	Hold	267	–	–	0.01%	326
2019 Q4	$8K	Hold	267	–	–	0.01%	325
2019 Q3	$8K	Hold	267	–	–	0.01%	330
2019 Q2	$8K	Sell	267 -7,788	-97%	-$233K	0.01%	320
2019 Q1	$267	Buy	+8,055	New	+$236K	0.02%	203

Other funds holding IFGL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CAM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Joseph P. Lucia & Associates's IFGL Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2020, closing a stake of 267 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in IFGL in Q1 2019 and held it in 6 quarters. The position peaked at $8K in Q4 2019. 61 funds tracked by Wall St. Rank hold IFGL as of Q3 2020.

Joseph P. Lucia & Associates reported no remaining iShares International Developed Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Joseph P. Lucia & Associates sold 267 iShares International Developed Real Estate ETF shares in Q3 2020, an estimated $6K.
Joseph P. Lucia & Associates first reported a position in iShares International Developed Real Estate ETF in Q1 2019 and held it in 6 quarters.
Joseph P. Lucia & Associates's iShares International Developed Real Estate ETF position peaked at $8K in Q4 2019.
61 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.