STA
IFGL icon

Summit Trail Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Summit Trail 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
Q4 		– Sell
-8,000
Closed -$237K – 89
2019
Q3 		$237K Buy
+8,000
New +$238K 0.08% 76

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Summit Trail Advisors's IFGL Position: Q4 2019 in Review

Summit Trail Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2019, closing a stake of 8,000 shares — an estimated $237K sold.

Summit Trail Advisors first reported a position in IFGL in Q3 2019 and held it in 1 quarter. The position peaked at $237K in Q3 2019. 96 funds tracked by Wall St. Rank hold IFGL as of Q4 2019.

  • Summit Trail Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Summit Trail Advisors sold 8,000 iShares International Developed Real Estate ETF shares in Q4 2019, an estimated $237K.
  • Summit Trail Advisors first reported a position in iShares International Developed Real Estate ETF in Q3 2019 and held it in 1 quarter.
  • Summit Trail Advisors's iShares International Developed Real Estate ETF position peaked at $237K in Q3 2019.
  • 96 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2019.

Based on Summit Trail Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.