Prosperity Financial Group’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Prosperity Financial 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 Q3	–	Sell	-10,254	Closed	-$204K	–	131
2023 Q2	$204K	Buy	+10,254	New	+$212K	0.18%	119

Other funds holding IFGL

Creative Planning

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

Halbert Hargrove Global Advisors Long Beach, California $2.06B AUM 19% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 New York $93.1B AUM 61.18% 1-Year Est. Return

Courier Capital Buffalo, New York $1.79B AUM 18.67% 1-Year Est. Return

Old Port Advisors Portland, Maine $433M AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return