Mid Atlantic Financial Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Mid Atlantic Financial 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
2019 Q4	–	Sell	-16,971	Closed	-$504K	–	750
2019 Q3	$504K	Sell	16,971 -11,390	-40%	-$338K	0.05%	351
2019 Q2	$845K	Sell	28,361 -15,624	-36%	-$467K	0.09%	246
2019 Q1	$1.34M	Buy	43,985 +3,020	+7%	+$88.3K	0.15%	129
2018 Q4	$1.11M	Buy	+40,965	New	+$1.13M	0.14%	143

Other funds holding IFGL

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

CAM

Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return

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

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Mid Atlantic Financial Management's IFGL Position: Q4 2019 in Review

Mid Atlantic Financial Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2019, closing a stake of 16,971 shares — an estimated $504K sold.

Mid Atlantic Financial Management first reported a position in IFGL in Q4 2018 and held it in 4 quarters. The position peaked at $1.34M in Q1 2019. 96 funds tracked by Wall St. Rank hold IFGL as of Q4 2019.

Mid Atlantic Financial Management reported no remaining iShares International Developed Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Mid Atlantic Financial Management sold 16,971 iShares International Developed Real Estate ETF shares in Q4 2019, an estimated $504K.
Mid Atlantic Financial Management first reported a position in iShares International Developed Real Estate ETF in Q4 2018 and held it in 4 quarters.
Mid Atlantic Financial Management's iShares International Developed Real Estate ETF position peaked at $1.34M in Q1 2019.
96 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q4 2019, filed 11 Feb 2020.