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Sterling Investment Advisors (Missouri)’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Sterling Investment Advisors (Missouri)’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
2020
Q2 		– Sell
-132,629
Closed -$2.87M – 26
2020
Q1 		$2.87M Buy
132,629
+10,267
+8% +$285K 2.65% 14
2019
Q4 		$3.69M Buy
122,362
+3,339
+3% +$101K 2.84% 13
2019
Q3 		$3.53M Buy
119,023
+1,789
+2% +$53.1K 2.8% 14
2019
Q2 		$3.5M Buy
117,234
+391
+0.3% +$11.7K 2.79% 14
2019
Q1 		$3.55M Sell
116,843
-1,532
-1% -$44.8K 2.9% 14
2018
Q4 		$3.2M Buy
118,375
+3,675
+3% +$102K 2.85% 14
2018
Q3 		$3.29M Buy
114,700
+2,380
+2% +$69.3K 2.68% 15
2018
Q2 		$3.28M Sell
112,320
-2,675
-2% -$80.1K 2.77% 15
2018
Q1 		$3.42M Buy
114,995
+1,378
+1% +$41.4K 2.82% 14
2017
Q4 		$3.41M Buy
113,617
+4,557
+4% +$135K 2.82% 13
2017
Q3 		$3.18M Buy
109,060
+3,510
+3% +$102K 2.71% 13
2017
Q2 		$3.01M Buy
105,550
+4,292
+4% +$123K 2.74% 14
2017
Q1 		$2.78M Buy
101,258
+5,886
+6% +$160K 2.66% 14
2016
Q4 		$2.51M Buy
95,372
+9,395
+11% +$261K 2.58% 16
2016
Q3 		$2.59M Buy
85,977
+24,271
+39% +$731K 2.65% 15
2016
Q2 		$1.8M Buy
61,706
+349
+0.6% +$10.3K 1.84% 18
2016
Q1 		$1.79M Buy
61,357
+1,567
+3% +$42.7K 1.89% 18
2015
Q4 		$1.67M Buy
59,790
+6,743
+13% +$192K 1.8% 18
2015
Q3 		$1.49M Buy
53,047
+772
+1% +$22.5K 1.7% 21
2015
Q2 		$1.55M Sell
52,275
-1,738
-3% -$54.8K 1.65% 21
2015
Q1 		$1.68M Sell
54,013
-352
-0.6% -$11K 1.69% 21
2014
Q4 		$1.63M Buy
+54,365
New +$1.64M 1.68% 21

Other funds holding IFGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s IFGL Position: Q2 2020 in Review

Sterling Investment Advisors (Missouri) sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2020, closing a stake of 132,629 shares — an estimated $2.87M sold.

Sterling Investment Advisors (Missouri) first reported a position in IFGL in Q4 2014 and held it in 22 quarters. The position peaked at $3.69M in Q4 2019. 71 funds tracked by Wall St. Rank hold IFGL as of Q2 2020.

  • Sterling Investment Advisors (Missouri) reported no remaining iShares International Developed Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Missouri) sold 132,629 iShares International Developed Real Estate ETF shares in Q2 2020, an estimated $2.87M.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares International Developed Real Estate ETF in Q4 2014 and held it in 22 quarters.
  • Sterling Investment Advisors (Missouri)'s iShares International Developed Real Estate ETF position peaked at $3.69M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2020.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2020, filed 13 Jul 2020.