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Orion Portfolio Solutions’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-504
Closed -$12K – 1187
2020
Q2 		$12K Sell
504
-18
-3% -$409 ﹤0.01% 1133
2020
Q1 		$11K Buy
522
+498
+2,075% +$13.8K ﹤0.01% 1030
2019
Q4 		$1K Buy
+24
New +$725 ﹤0.01% 1673

Other funds holding IFGL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
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

Orion Portfolio Solutions's IFGL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2020, closing a stake of 504 shares — an estimated $12K sold.

Orion Portfolio Solutions first reported a position in IFGL in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q2 2020. 61 funds tracked by Wall St. Rank hold IFGL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares International Developed Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 504 iShares International Developed Real Estate ETF shares in Q3 2020, an estimated $12K.
  • Orion Portfolio Solutions first reported a position in iShares International Developed Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's iShares International Developed Real Estate ETF position peaked at $12K in Q2 2020.
  • 61 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.