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

Other funds holding IFGL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HHGA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Merriman Wealth Management's IFGL Position: Q3 2021 in Review

Merriman Wealth Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2021, closing a stake of 185,956 shares — an estimated $5.45M sold.

Merriman Wealth Management first reported a position in IFGL in Q1 2015 and held it in 4 quarters. The position peaked at $6.59M in Q1 2015. 58 funds tracked by Wall St. Rank hold IFGL as of Q3 2021.

Merriman Wealth Management reported no remaining iShares International Developed Real Estate ETF position as of Q3 2021 after selling out during the quarter.
Merriman Wealth Management sold 185,956 iShares International Developed Real Estate ETF shares in Q3 2021, an estimated $5.45M.
Merriman Wealth Management first reported a position in iShares International Developed Real Estate ETF in Q1 2015 and held it in 4 quarters.
Merriman Wealth Management's iShares International Developed Real Estate ETF position peaked at $6.59M in Q1 2015.
58 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2021.

Based on Merriman Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.