LF
IFGL icon

Lee Financial’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Lee Financial’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
2019
Q3 		– Sell
-77
Closed -$2K – 523
2019
Q2 		$2K Hold
77
– – ﹤0.01% 487
2019
Q1 		$2K Buy
+77
New +$2.25K ﹤0.01% 479

Other funds holding IFGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Lee Financial's IFGL Position: Q3 2019 in Review

Lee Financial sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2019, closing a stake of 77 shares — an estimated $2K sold.

Lee Financial first reported a position in IFGL in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 93 funds tracked by Wall St. Rank hold IFGL as of Q3 2019.

  • Lee Financial reported no remaining iShares International Developed Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Lee Financial sold 77 iShares International Developed Real Estate ETF shares in Q3 2019, an estimated $2K.
  • Lee Financial first reported a position in iShares International Developed Real Estate ETF in Q1 2019 and held it in 2 quarters.
  • Lee Financial's iShares International Developed Real Estate ETF position peaked at $2K in Q2 2019.
  • 93 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2019.

Based on Lee Financial's 13F filing for Q3 2019, filed 8 Nov 2019.