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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 $171B AUM 24.68% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Prosperity Financial Group's IFGL Position: Q3 2023 in Review

Prosperity Financial Group sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2023, closing a stake of 10,254 shares — an estimated $204K sold.

Prosperity Financial Group first reported a position in IFGL in Q2 2023 and held it in 1 quarter. The position peaked at $204K in Q2 2023. 55 funds tracked by Wall St. Rank hold IFGL as of Q3 2023.

  • Prosperity Financial Group reported no remaining iShares International Developed Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 10,254 iShares International Developed Real Estate ETF shares in Q3 2023, an estimated $204K.
  • Prosperity Financial Group first reported a position in iShares International Developed Real Estate ETF in Q2 2023 and held it in 1 quarter.
  • Prosperity Financial Group's iShares International Developed Real Estate ETF position peaked at $204K in Q2 2023.
  • 55 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2023.

Based on Prosperity Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.