Lake Street Advisors Group’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Lake Street Advisors Group’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 Q2	–	Sell	-19,470	Closed	-$421K	–	280
2020 Q1	$421K	Sell	19,470 -5,149	-21%	-$143K	0.05%	126
2019 Q4	$744K	Buy	24,619 +784	+3%	+$23.7K	0.07%	84
2019 Q3	$157K	Buy	23,835 +383	+2%	+$11.4K	0.02%	217
2019 Q2	$699K	Buy	23,452 +255	+1%	+$7.62K	0.07%	78
2019 Q1	$705K	Buy	23,197 +160	+0.7%	+$4.68K	0.07%	75
2018 Q4	$623K	Buy	23,037 +1,560	+7%	+$43.1K	0.08%	74
2018 Q3	$615K	Hold	21,477	–	–	0.07%	75
2018 Q2	$627K	Buy	21,477 +2,424	+13%	+$72.6K	0.06%	125
2018 Q1	$566K	Sell	19,053 -514	-3%	-$15.4K	0.06%	120
2017 Q4	$587K	Buy	+19,567	New	+$580K	0.07%	119

Other funds holding IFGL

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

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

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

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

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

HHGA

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

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAM

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Lake Street Advisors Group's IFGL Position: Q2 2020 in Review

Lake Street Advisors Group sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2020, closing a stake of 19,470 shares — an estimated $421K sold.

Lake Street Advisors Group first reported a position in IFGL in Q4 2017 and held it in 10 quarters. The position peaked at $744K in Q4 2019. 71 funds tracked by Wall St. Rank hold IFGL as of Q2 2020.

Lake Street Advisors Group reported no remaining iShares International Developed Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Lake Street Advisors Group sold 19,470 iShares International Developed Real Estate ETF shares in Q2 2020, an estimated $421K.
Lake Street Advisors Group first reported a position in iShares International Developed Real Estate ETF in Q4 2017 and held it in 10 quarters.
Lake Street Advisors Group's iShares International Developed Real Estate ETF position peaked at $744K in Q4 2019.
71 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2020.

Based on Lake Street Advisors Group's 13F filing for Q2 2020, filed 13 Aug 2020.