Raymond James Trust’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Raymond James Trust’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
2022 Q4	–	Sell	-16,764	Closed	-$319K	–	1146
2022 Q3	$319K	Hold	16,764	–	–	0.01%	759
2022 Q2	$376K	Hold	16,764	–	–	0.01%	689
2022 Q1	$456K	Hold	16,764	–	–	0.01%	671
2021 Q4	$478K	Hold	16,764	–	–	0.01%	664
2021 Q3	$469K	Hold	16,764	–	–	0.02%	639
2021 Q2	$491K	Sell	16,764 -900	-5%	-$26.3K	0.02%	613
2021 Q1	$487K	Buy	17,664 +900	+5%	+$24.6K	0.02%	605
2020 Q4	$455K	Hold	16,764	–	–	0.02%	580
2020 Q3	$401K	Hold	16,764	–	–	0.02%	567
2020 Q2	$388K	Buy	+16,764	New	+$381K	0.02%	554

Other funds holding IFGL

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

CAM

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

OPA

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Raymond James Trust's IFGL Position: Q4 2022 in Review

Raymond James Trust sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2022, closing a stake of 16,764 shares — an estimated $319K sold.

Raymond James Trust first reported a position in IFGL in Q2 2020 and held it in 10 quarters. The position peaked at $491K in Q2 2021. 62 funds tracked by Wall St. Rank hold IFGL as of Q4 2022.

Raymond James Trust reported no remaining iShares International Developed Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Raymond James Trust sold 16,764 iShares International Developed Real Estate ETF shares in Q4 2022, an estimated $319K.
Raymond James Trust first reported a position in iShares International Developed Real Estate ETF in Q2 2020 and held it in 10 quarters.
Raymond James Trust's iShares International Developed Real Estate ETF position peaked at $491K in Q2 2021.
62 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2022.

Based on Raymond James Trust's 13F filing for Q4 2022, filed 2 Feb 2023.