Moneta Group Investment Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Moneta Group Investment Advisors’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
2020 Q4	–	Sell	-10,401	Closed	-$249K	–	321
2020 Q3	$249K	Sell	10,401 -3,626	-26%	-$87.4K	0.02%	238
2020 Q2	$325K	Sell	14,027 -3,966	-22%	-$90.1K	0.03%	205
2020 Q1	$389K	Sell	17,993 -5,053	-22%	-$140K	0.04%	175
2019 Q4	$696K	Sell	23,046 -5,704	-20%	-$172K	0.06%	149
2019 Q3	$853K	Sell	28,750 -24,621	-46%	-$731K	0.08%	132
2019 Q2	$1.59M	Sell	53,371 -17,780	-25%	-$531K	0.16%	89
2019 Q1	$2.16M	Buy	71,151 +785	+1%	+$23K	0.23%	71
2018 Q4	$1.9M	Buy	+70,366	New	+$1.95M	0.23%	72

Other funds holding IFGL

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

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

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

HHGA

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Moneta Group Investment Advisors's IFGL Position: Q4 2020 in Review

Moneta Group Investment Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2020, closing a stake of 10,401 shares — an estimated $249K sold.

Moneta Group Investment Advisors first reported a position in IFGL in Q4 2018 and held it in 8 quarters. The position peaked at $2.16M in Q1 2019. 65 funds tracked by Wall St. Rank hold IFGL as of Q4 2020.

Moneta Group Investment Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,401 iShares International Developed Real Estate ETF shares in Q4 2020, an estimated $249K.
Moneta Group Investment Advisors first reported a position in iShares International Developed Real Estate ETF in Q4 2018 and held it in 8 quarters.
Moneta Group Investment Advisors's iShares International Developed Real Estate ETF position peaked at $2.16M in Q1 2019.
65 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.