MWM
IFGL icon

Merriman Wealth Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Merriman Wealth Management’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
2021
Q3 		– Sell
-185,956
Closed -$5.45M – 211
2021
Q2 		$5.45M Sell
185,956
-685
-0.4% -$20K 0.47% 43
2021
Q1 		$5.15M Buy
186,641
+1,692
+0.9% +$46.3K 0.59% 40
2020
Q4 		$5.03M Buy
+184,949
New +$4.71M 0.54% 45
2015
Q2 		– Sell
-205,574
Closed -$6.59M – 36
2015
Q1 		$6.59M Buy
+205,574
New +$6.42M 6.71% 5

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HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.06B AUM 19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return