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

Madrona 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
2017 Q1	–	Sell	-39,445	Closed	-$1.04M	–	39
2016 Q4	$1.04M	Sell	39,445 -1,834	-4%	-$50.9K	1.15%	17
2016 Q3	$1.25M	Sell	41,279 -1,667	-4%	-$50.2K	1.32%	17
2016 Q2	$1.25M	Sell	42,946 -5,187	-11%	-$153K	1.33%	17
2016 Q1	$1.41M	Sell	48,133 -59,106	-55%	-$1.61M	1.45%	16
2015 Q4	$2.99M	Buy	107,239 +2,853	+3%	+$81.4K	3%	6
2015 Q3	$2.92M	Buy	104,386 +2,129	+2%	+$62K	3.16%	6
2015 Q2	$3.04M	Buy	102,257 +2,153	+2%	+$67.9K	3.11%	5
2015 Q1	$3.11M	Buy	100,104 +1,233	+1%	+$38.5K	3.12%	5
2014 Q4	$2.97M	Buy	+98,871	New	+$2.99M	3.15%	6

Other funds holding IFGL

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

EMA

Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Madrona Financial Services's IFGL Position: Q1 2017 in Review

Madrona Financial Services sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2017, closing a stake of 39,445 shares — an estimated $1.04M sold.

Madrona Financial Services first reported a position in IFGL in Q4 2014 and held it in 9 quarters. The position peaked at $3.11M in Q1 2015. 84 funds tracked by Wall St. Rank hold IFGL as of Q1 2017.

Madrona Financial Services reported no remaining iShares International Developed Real Estate ETF position as of Q1 2017 after selling out during the quarter.
Madrona Financial Services sold 39,445 iShares International Developed Real Estate ETF shares in Q1 2017, an estimated $1.04M.
Madrona Financial Services first reported a position in iShares International Developed Real Estate ETF in Q4 2014 and held it in 9 quarters.
Madrona Financial Services's iShares International Developed Real Estate ETF position peaked at $3.11M in Q1 2015.
84 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2017.

Based on Madrona Financial Services's 13F filing for Q1 2017, filed 3 May 2017.