PAG
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Paladin Advisory Group’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Paladin Advisory 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
2023
Q1 		– Sell
-1,178
Closed -$24.8K – 365
2022
Q4 		$24.8K Sell
1,178
-1,677
-59% -$33.7K 0.02% 189
2022
Q3 		$54K Hold
2,855
– – 0.05% 151
2022
Q2 		$64K Buy
+2,855
New +$70.8K 0.06% 145
2022
Q1 		– Sell
-2,855
Closed -$81K – 376
2021
Q4 		$81K Buy
+2,855
New +$81.6K 0.07% 151

Other funds holding IFGL

Creative Planning
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Paladin Advisory Group's IFGL Position: Q3 2023 in Review

Paladin Advisory Group sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2023, closing a stake of 1,178 shares — an estimated $23.4K sold.

Paladin Advisory Group first reported a position in IFGL in Q1 2022 and held it in 3 quarters. The position peaked at $78K in Q1 2022. 55 funds tracked by Wall St. Rank hold IFGL as of Q3 2023.

  • Paladin Advisory Group reported no remaining iShares International Developed Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Paladin Advisory Group sold 1,178 iShares International Developed Real Estate ETF shares in Q3 2023, an estimated $23.4K.
  • Paladin Advisory Group first reported a position in iShares International Developed Real Estate ETF in Q1 2022 and held it in 3 quarters.
  • Paladin Advisory Group's iShares International Developed Real Estate ETF position peaked at $78K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2023.

Based on Paladin Advisory Group's 13F filing for Q3 2023, filed 17 Oct 2023.