Perigon Wealth Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Perigon Wealth 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
2020 Q1	–	Sell	-6,753	Closed	-$203K	–	326
2019 Q4	$203K	Buy	+6,753	New	+$204K	0.04%	251
2019 Q3	–	Sell	-9,240	Closed	-$275K	–	251
2019 Q2	$275K	Sell	9,240 -15	-0.2%	-$448	0.06%	184
2019 Q1	$275K	Buy	9,255 +730	+9%	+$21.3K	0.06%	173
2018 Q4	$247K	Sell	8,525 -8,520	-50%	-$236K	0.06%	185
2018 Q3	$491K	Buy	17,045 +620	+4%	+$18.1K	0.12%	118
2018 Q2	$479K	Buy	16,425 +2,141	+15%	+$64.1K	0.14%	128
2018 Q1	$425K	Buy	+14,284	New	+$429K	0.16%	95

Other funds holding IFGL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

CAM

Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return

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

Perigon Wealth Management's IFGL Position: Q1 2020 in Review

Perigon Wealth Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2020, closing a stake of 6,753 shares — an estimated $203K sold.

Perigon Wealth Management first reported a position in IFGL in Q1 2018 and held it in 7 quarters. The position peaked at $491K in Q3 2018. 81 funds tracked by Wall St. Rank hold IFGL as of Q1 2020.

Perigon Wealth Management reported no remaining iShares International Developed Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Perigon Wealth Management sold 6,753 iShares International Developed Real Estate ETF shares in Q1 2020, an estimated $203K.
Perigon Wealth Management first reported a position in iShares International Developed Real Estate ETF in Q1 2018 and held it in 7 quarters.
Perigon Wealth Management's iShares International Developed Real Estate ETF position peaked at $491K in Q3 2018.
81 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2020.

Based on Perigon Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.