MD
IFGL icon

Money Design’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Money Design’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
2023
Q4 		– Sell
-16
Closed – – 83
2023
Q3 		$0 Sell
16
-4
-20% -$80 ﹤0.01% 82
2023
Q2 		$0 Sell
20
-374
-95% -$7.74K ﹤0.01% 84
2023
Q1 		$8K Sell
394
-101
-20% -$2.18K ﹤0.01% 83
2022
Q4 		$10K Sell
495
-121
-20% -$2.43K ﹤0.01% 87
2022
Q3 		$12K Sell
616
-43
-7% -$953 ﹤0.01% 84
2022
Q2 		$15K Sell
659
-234
-26% -$5.8K ﹤0.01% 80
2022
Q1 		$24K Sell
893
-187
-17% -$5.09K ﹤0.01% 77
2021
Q4 		$31K Sell
1,080
-146
-12% -$4.17K ﹤0.01% 78
2021
Q3 		$34K Sell
1,226
-270
-18% -$8.05K ﹤0.01% 58
2021
Q2 		$44K Sell
1,496
-260
-15% -$7.61K ﹤0.01% 61
2021
Q1 		$48K Buy
1,756
+1,402
+396% +$38.4K 0.01% 61
2020
Q4 		$10K Sell
354
-68
-16% -$1.73K ﹤0.01% 49
2020
Q3 		$10K Buy
422
+400
+1,818% +$9.64K ﹤0.01% 54
2020
Q2 		$1K Buy
22
+13
+144% +$295 ﹤0.01% 63
2020
Q1 		$0 Buy
9
+8
+800% +$222 ﹤0.01% 63
2019
Q4 		$0 Buy
+1
New +$30 ﹤0.01% 60

Other funds holding IFGL

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Money Design's IFGL Position: Q4 2023 in Review

Money Design sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2023, closing a stake of 16 shares.

Money Design first reported a position in IFGL in Q4 2019 and held it in 16 quarters. The position peaked at $48K in Q1 2021. 54 funds tracked by Wall St. Rank hold IFGL as of Q4 2023.

  • Money Design reported no remaining iShares International Developed Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Money Design sold 16 iShares International Developed Real Estate ETF shares in Q4 2023.
  • Money Design first reported a position in iShares International Developed Real Estate ETF in Q4 2019 and held it in 16 quarters.
  • Money Design's iShares International Developed Real Estate ETF position peaked at $48K in Q1 2021.
  • 54 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2023.

Based on Money Design's 13F filing for Q4 2023, filed 29 Jan 2024.