KFS
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Kelly Financial Services’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Kelly Financial Services’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
Q4 		– Sell
-117
Closed -$2.8K – 607
2020
Q3 		$2.8K Buy
117
+1
+0.9% +$24 ﹤0.01% 402
2020
Q2 		$2.69K Buy
116
+1
+0.9% +$23 ﹤0.01% 404
2020
Q1 		$2.49K Buy
+115
New +$3.19K ﹤0.01% 367

Other funds holding IFGL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
UBS Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kelly Financial Services's IFGL Position: Q4 2020 in Review

Kelly Financial Services sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2020, closing a stake of 117 shares — an estimated $2.8K sold.

Kelly Financial Services first reported a position in IFGL in Q1 2020 and held it in 3 quarters. The position peaked at $2.8K in Q3 2020. 65 funds tracked by Wall St. Rank hold IFGL as of Q4 2020.

  • Kelly Financial Services reported no remaining iShares International Developed Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Kelly Financial Services sold 117 iShares International Developed Real Estate ETF shares in Q4 2020, an estimated $2.8K.
  • Kelly Financial Services first reported a position in iShares International Developed Real Estate ETF in Q1 2020 and held it in 3 quarters.
  • Kelly Financial Services's iShares International Developed Real Estate ETF position peaked at $2.8K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2020.

Based on Kelly Financial Services's 13F filing for Q4 2020, filed 17 Jul 2024.