Next Financial Group’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Next Financial Group’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
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	2365
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	2196
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	2147
2021 Q1	$6K	Hold	200	–	–	﹤0.01%	2039
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	1983
2020 Q3	$5K	Buy	+200	New	+$4.82K	﹤0.01%	1842
2020 Q2	–	Sell	-200	Closed	-$4K	–	1188
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	1769
2019 Q4	$6K	Hold	200	–	–	﹤0.01%	1917
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	1865
2019 Q2	$6K	Buy	+200	New	+$5.98K	﹤0.01%	1834
2019 Q1	–	Sell	-200	Closed	-$5K	–	1854
2018 Q4	$5K	Buy	+200	New	+$5.53K	﹤0.01%	1544
2017 Q1	–	Sell	-2,399	Closed	-$63K	–	2060
2016 Q4	$63K	Hold	2,399	–	–	0.01%	864
2016 Q3	$72K	Buy	+2,399	New	+$72.3K	0.01%	780
2014 Q4	–	Sell	-2,155	Closed	-$65K	–	2105
2014 Q3	$65K	Buy	+2,155	New	+$68.6K	0.01%	822

Other funds holding IFGL

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

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

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

PAMS

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

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

Next Financial Group's IFGL Position: Q4 2021 in Review

Next Financial Group held its iShares International Developed Real Estate ETF (IFGL) position steady in Q4 2021 at 200 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Next Financial Group first reported a position in IFGL in Q3 2014 and has held it in 14 quarters since. The position peaked at $72K in Q3 2016. 64 funds tracked by Wall St. Rank hold IFGL as of Q4 2021.

Next Financial Group held 200 shares of iShares International Developed Real Estate ETF worth $6K as of Q4 2021.
Next Financial Group left its iShares International Developed Real Estate ETF share count unchanged in Q4 2021.
iShares International Developed Real Estate ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2365 holding.
Next Financial Group first reported a position in iShares International Developed Real Estate ETF in Q3 2014 and has held it in 14 quarters since.
Next Financial Group's iShares International Developed Real Estate ETF position peaked at $72K in Q3 2016.
64 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.