MSI Financial Services’s iShares International Developed Real Estate ETF IFGL Stock Holding History

MSI Financial Services’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
2016 Q4	$12K	Buy	461 +231	+100%	+$6.41K	﹤0.01%	2705
2016 Q3	$7K	Hold	230	–	–	﹤0.01%	2969
2016 Q2	$7K	Sell	230 -194	-46%	-$5.71K	﹤0.01%	2957
2016 Q1	$12K	Buy	424 +294	+226%	+$8.02K	﹤0.01%	2631
2015 Q4	$4K	Buy	130 +30	+30%	+$856	﹤0.01%	3188
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	2614
2015 Q2	$3K	Buy	+100	New	+$3.15K	﹤0.01%	2645
2013 Q3	–	Sell	-644	Closed	-$20K	–	2327
2013 Q2	$20K	Buy	+644	New	+$22.1K	﹤0.01%	1248

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

EHPM

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

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

IWC

Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return

MSI Financial Services's IFGL Position: Q4 2016 in Review

MSI Financial Services increased its iShares International Developed Real Estate ETF (IFGL) stake by 100% in Q4 2016, buying an estimated $6.41K and bringing the position to 461 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

MSI Financial Services first reported a position in IFGL in Q2 2013 and has held it in 8 quarters since. The position peaked at $20K in Q2 2013. 76 funds tracked by Wall St. Rank hold IFGL as of Q4 2016.

MSI Financial Services held 461 shares of iShares International Developed Real Estate ETF worth $12K as of Q4 2016.
MSI Financial Services bought 231 iShares International Developed Real Estate ETF shares in Q4 2016, an estimated $6.41K.
iShares International Developed Real Estate ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2705 holding.
MSI Financial Services first reported a position in iShares International Developed Real Estate ETF in Q2 2013 and has held it in 8 quarters since.
MSI Financial Services's iShares International Developed Real Estate ETF position peaked at $20K in Q2 2013.
76 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.