Phocas Financial Corp’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Phocas Financial Corp’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
2019 Q4	–	Hold	0	–	–	–	168
2019 Q3	–	Hold	0	–	–	–	162
2019 Q2	–	Hold	0	–	–	–	153
2019 Q1	–	Hold	0	–	–	–	158
2018 Q4	–	Hold	0	–	–	–	156
2018 Q3	–	Hold	0	–	–	–	162
2018 Q2	–	Hold	0	–	–	–	151
2018 Q1	–	Sell	-27,025	Closed	-$812K	–	153
2017 Q4	$811K	Buy	+27,025	New	+$801K	0.07%	146
2017 Q3	–	Hold	0	–	–	–	146
2017 Q2	–	Sell	-24,325	Closed	-$696K	–	143
2017 Q1	$668K	Hold	24,325	–	–	0.06%	173
2016 Q4	$639K	Buy	+24,325	New	+$675K	0.04%	196
2016 Q3	–	Sell	-27,625	Closed	-$832K	–	207
2016 Q2	$806K	Hold	27,625	–	–	0.06%	207
2016 Q1	$807K	Hold	27,625	–	–	0.06%	201
2015 Q4	$770K	Sell	27,625 -6,300	-19%	-$180K	0.06%	195
2015 Q3	$950K	Buy	33,925 +14,965	+79%	+$436K	0.08%	187
2015 Q2	$564K	Buy	18,960 +6,500	+52%	+$205K	0.05%	207
2015 Q1	$387K	Buy	+12,460	New	+$389K	0.03%	217

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

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

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

EHPM

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

CAM

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

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

DWA

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Phocas Financial Corp's IFGL Position: Q4 2019 in Review

Phocas Financial Corp held its iShares International Developed Real Estate ETF (IFGL) position steady in Q4 2019 at 0 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #168.

Phocas Financial Corp first reported a position in IFGL in Q1 2015 and has held it in 9 quarters since. The position peaked at $950K in Q3 2015. 96 funds tracked by Wall St. Rank hold IFGL as of Q4 2019.

Phocas Financial Corp held 0 shares of iShares International Developed Real Estate ETF worth $451K as of Q4 2019.
Phocas Financial Corp left its iShares International Developed Real Estate ETF share count unchanged in Q4 2019.
iShares International Developed Real Estate ETF made up 0.05% of Phocas Financial Corp's portfolio in Q4 2019, its #168 holding.
Phocas Financial Corp first reported a position in iShares International Developed Real Estate ETF in Q1 2015 and has held it in 9 quarters since.
Phocas Financial Corp's iShares International Developed Real Estate ETF position peaked at $950K in Q3 2015.
96 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2019.

Based on Phocas Financial Corp's 13F filing for Q4 2019, filed 14 Feb 2020.