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

Mission 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
2022 Q2	–	Sell	-9,504	Closed	-$258K	–	535
2022 Q1	$258K	Sell	9,504 -100	-1%	-$2.73K	0.01%	454
2021 Q4	$274K	Sell	9,604 -8,584	-47%	-$245K	0.01%	456
2021 Q3	$509K	Sell	18,188 -303	-2%	-$9.03K	0.03%	285
2021 Q2	$542K	Sell	18,491 -310	-2%	-$9.07K	0.03%	270
2021 Q1	$519K	Sell	18,801 -360	-2%	-$9.86K	0.03%	253
2020 Q4	$521K	Sell	19,161 -2,051	-10%	-$52.2K	0.03%	234
2020 Q3	$508K	Sell	21,212 -1,340	-6%	-$32.3K	0.04%	200
2020 Q2	$523K	Buy	22,552 +646	+3%	+$14.7K	0.05%	176
2020 Q1	$474K	Buy	21,906 +8,097	+59%	+$224K	0.05%	165
2019 Q4	$417K	Sell	13,809 -1,725	-11%	-$52.1K	0.04%	200
2019 Q3	$461K	Sell	15,534 -923	-6%	-$27.4K	0.05%	179
2019 Q2	$491K	Buy	16,457 +46	+0.3%	+$1.38K	0.06%	169
2019 Q1	$499K	Sell	16,411 -5,562	-25%	-$163K	0.06%	170
2018 Q4	$594K	Buy	21,973 +7,233	+49%	+$200K	0.08%	130
2018 Q3	$422K	Buy	14,740 +2,577	+21%	+$75.1K	0.06%	173
2018 Q2	$355K	Buy	12,163 +2,493	+26%	+$74.6K	0.05%	174
2018 Q1	$287K	Buy	+9,670	New	+$291K	0.05%	168

Other funds holding IFGL

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CAM

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

HCA

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

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

PAMS

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

OPA

Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return

Mission Wealth Management's IFGL Position: Q2 2022 in Review

Mission Wealth Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2022, closing a stake of 9,504 shares — an estimated $258K sold.

Mission Wealth Management first reported a position in IFGL in Q1 2018 and held it in 17 quarters. The position peaked at $594K in Q4 2018. 63 funds tracked by Wall St. Rank hold IFGL as of Q2 2022.

Mission Wealth Management reported no remaining iShares International Developed Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Mission Wealth Management sold 9,504 iShares International Developed Real Estate ETF shares in Q2 2022, an estimated $258K.
Mission Wealth Management first reported a position in iShares International Developed Real Estate ETF in Q1 2018 and held it in 17 quarters.
Mission Wealth Management's iShares International Developed Real Estate ETF position peaked at $594K in Q4 2018.
63 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2022.

Based on Mission Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.