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JP Morgan Private Wealth Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

JP Morgan Private 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
2023
Q3 		$449K Sell
23,672
-23,625
-50% -$473K ﹤0.01% 1289
2023
Q2 		$939K Sell
47,297
-52,639
-53% -$1.09M ﹤0.01% 780
2023
Q1 		$2.07M Buy
99,936
+1,141
+1% +$24.6K ﹤0.01% 866
2022
Q4 		$2.08M Sell
98,795
-4,801
-5% -$96.4K ﹤0.01% 828
2022
Q3 		$1.97M Sell
103,596
-8,966
-8% -$199K 0.01% 844
2022
Q2 		$2.53M Sell
112,562
-938
-0.8% -$23.3K 0.01% 770
2022
Q1 		$3.09M Buy
113,500
+1,350
+1% +$36.8K 0.01% 761
2021
Q4 		$3.2M Buy
112,150
+9,951
+10% +$284K 0.01% 750
2021
Q3 		$2.86M Buy
102,199
+5,099
+5% +$152K 0.01% 757
2021
Q2 		$2.85M Buy
97,100
+8,192
+9% +$240K 0.01% 747
2021
Q1 		$2.45M Sell
88,908
-2,117
-2% -$58K 0.01% 701
2020
Q4 		$2.47M Sell
91,025
-642
-0.7% -$16.3K 0.01% 660
2020
Q3 		$2.19M Buy
91,667
+94
+0.1% +$2.27K 0.01% 626
2020
Q2 		$2.12M Buy
91,573
+29,106
+47% +$661K 0.01% 569
2020
Q1 		$1.35M Buy
62,467
+21,199
+51% +$587K 0.01% 629
2019
Q4 		$1.25M Buy
41,268
+7,970
+24% +$241K 0.01% 722
2019
Q3 		$988K Buy
33,298
+7,328
+28% +$218K 0.01% 757
2019
Q2 		$774K Sell
25,970
-1,001
-4% -$29.9K ﹤0.01% 834
2019
Q1 		$820K Buy
+26,971
New +$789K ﹤0.01% 858

Other funds holding IFGL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IFGL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares International Developed Real Estate ETF (IFGL) stake by 50% in Q3 2023, selling an estimated $473K and leaving 23,672 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

JP Morgan Private Wealth Advisors first reported a position in IFGL in Q1 2019 and has held it in 19 quarters since. The position peaked at $3.2M in Q4 2021. 55 funds tracked by Wall St. Rank hold IFGL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 23,672 shares of iShares International Developed Real Estate ETF worth $449K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 23,625 iShares International Developed Real Estate ETF shares in Q3 2023, an estimated $473K.
  • iShares International Developed Real Estate ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1289 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares International Developed Real Estate ETF in Q1 2019 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's iShares International Developed Real Estate ETF position peaked at $3.2M in Q4 2021.
  • 55 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.