Payne Capital Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Payne Capital Management’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
2026 Q2	$1.73M	Buy	77,709 +2,149	+3%	+$49.6K	0.46%	28
2026 Q1	$1.69M	Buy	75,560 +1,381	+2%	+$33.1K	0.51%	25
2025 Q4	$1.71M	Buy	74,179 +1,861	+3%	+$42.7K	0.54%	27
2025 Q3	$1.67M	Buy	72,318 +7,164	+11%	+$163K	0.54%	26
2025 Q2	$1.48M	Buy	65,154 +5,340	+9%	+$114K	0.57%	25
2025 Q1	$1.18M	Buy	59,814 +5,577	+10%	+$110K	0.5%	24
2024 Q4	$1.05M	Buy	+54,237	New	+$1.12M	0.45%	27

Other funds holding IFGL

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Payne Capital Management's IFGL Position: Q2 2026 in Review

Payne Capital Management increased its iShares International Developed Real Estate ETF (IFGL) stake by 2.8% in Q2 2026, buying an estimated $49.6K and bringing the position to 77,709 shares worth $1.73M. The position accounts for 0.46% of the portfolio, ranked #28.

Payne Capital Management first reported a position in IFGL in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold IFGL as of Q2 2026.

Payne Capital Management held 77,709 shares of iShares International Developed Real Estate ETF worth $1.73M as of Q2 2026.
Payne Capital Management bought 2,149 iShares International Developed Real Estate ETF shares in Q2 2026, an estimated $49.6K.
iShares International Developed Real Estate ETF made up 0.46% of Payne Capital Management's portfolio in Q2 2026, its #28 holding.
Payne Capital Management first reported a position in iShares International Developed Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2026.

Based on Payne Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.