Rowland Carmichael Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Rowland Carmichael Advisors’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 Q2	–	Sell	-200	Closed	-$6K	–	337
2019 Q1	$6K	Sell	200 -2,823	-93%	-$82.5K	﹤0.01%	319
2018 Q4	$82K	Sell	3,023 -744	-20%	-$20.6K	0.04%	244
2018 Q3	$108K	Hold	3,767	–	–	0.04%	287
2018 Q2	$110K	Sell	3,767 -2,398	-39%	-$71.8K	0.05%	289
2018 Q1	$183K	Sell	6,165 -55,708	-90%	-$1.67M	0.1%	245
2017 Q4	$1.86M	Buy	61,873 +1,555	+3%	+$46.1K	0.96%	12
2017 Q3	$1.76M	Buy	60,318 +2,487	+4%	+$72.5K	0.97%	13
2017 Q2	$1.65M	Buy	57,831 +9,979	+21%	+$285K	0.95%	13
2017 Q1	$1.31M	Buy	+47,852	New	+$1.3M	0.8%	21

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EHPM

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

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

HCA

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

Rowland Carmichael Advisors's IFGL Position: Q2 2019 in Review

Rowland Carmichael Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2019, closing a stake of 200 shares — an estimated $6K sold.

Rowland Carmichael Advisors first reported a position in IFGL in Q1 2017 and held it in 9 quarters. The position peaked at $1.86M in Q4 2017. 96 funds tracked by Wall St. Rank hold IFGL as of Q2 2019.

Rowland Carmichael Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q2 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 200 iShares International Developed Real Estate ETF shares in Q2 2019, an estimated $6K.
Rowland Carmichael Advisors first reported a position in iShares International Developed Real Estate ETF in Q1 2017 and held it in 9 quarters.
Rowland Carmichael Advisors's iShares International Developed Real Estate ETF position peaked at $1.86M in Q4 2017.
96 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2019, filed 10 Feb 2020.