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Life Planning Partners’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-1,797
Closed -$39.1K – 138
2023
Q4 		$39.1K Buy
+1,797
New +$35.2K 0.04% 112
2022
Q3 		$34.2K Hold
1,797
– – 0.04% 98
2022
Q2 		$40K Hold
1,797
– – 0.05% 97
2022
Q1 		$49K Sell
1,797
-595
-25% -$16.2K 0.05% 91
2021
Q4 		$68K Buy
+2,392
New +$68.4K 0.07% 79

Other funds holding IFGL

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Life Planning Partners's IFGL Position: Q1 2024 in Review

Life Planning Partners sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2024, closing a stake of 1,797 shares — an estimated $39.1K sold.

Life Planning Partners first reported a position in IFGL in Q4 2021 and held it in 5 quarters. The position peaked at $68K in Q4 2021. 52 funds tracked by Wall St. Rank hold IFGL as of Q1 2024.

  • Life Planning Partners reported no remaining iShares International Developed Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 1,797 iShares International Developed Real Estate ETF shares in Q1 2024, an estimated $39.1K.
  • Life Planning Partners first reported a position in iShares International Developed Real Estate ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares International Developed Real Estate ETF position peaked at $68K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.