PIFP
WPS

Partners in Financial Planning’s iShares International Developed Property ETF WPS Stock Holding History

Partners in Financial Planning’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,153
Closed -$376K – 97
2021
Q3 		$376K Sell
10,153
-819
-7% -$32K 0.12% 59
2021
Q2 		$420K Buy
+10,972
New +$420K 0.13% 54

Other funds holding WPS

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Partners in Financial Planning's WPS Position: Q4 2021 in Review

Partners in Financial Planning sold out of iShares International Developed Property ETF (WPS) in Q4 2021, closing a stake of 10,153 shares — an estimated $376K sold.

Partners in Financial Planning first reported a position in WPS in Q2 2021 and held it in 2 quarters. The position peaked at $420K in Q2 2021. 39 funds tracked by Wall St. Rank hold WPS as of Q4 2021.

  • Partners in Financial Planning reported no remaining iShares International Developed Property ETF position as of Q4 2021 after selling out during the quarter.
  • Partners in Financial Planning sold 10,153 iShares International Developed Property ETF shares in Q4 2021, an estimated $376K.
  • Partners in Financial Planning first reported a position in iShares International Developed Property ETF in Q2 2021 and held it in 2 quarters.
  • Partners in Financial Planning's iShares International Developed Property ETF position peaked at $420K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q4 2021.

Based on Partners in Financial Planning's 13F filing for Q4 2021, filed 5 May 2025.