Transform Wealth’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Transform Wealth’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 Q1	–	Sell	-16,400	Closed	-$443K	–	177
2018 Q4	$443K	Hold	16,400	–	–	0.09%	136
2018 Q3	$470K	Hold	16,400	–	–	0.08%	147
2018 Q2	$479K	Hold	16,400	–	–	0.09%	157
2018 Q1	$488K	Buy	16,400 +3,300	+25%	+$99.2K	0.09%	171
2017 Q4	$393K	Hold	13,100	–	–	0.07%	198
2017 Q3	$382K	Buy	+13,100	New	+$382K	0.13%	164
2017 Q2	–	Sell	-9,700	Closed	-$266K	–	79
2017 Q1	$266K	Hold	9,700	–	–	0.1%	187
2016 Q4	$255K	Buy	+9,700	New	+$269K	0.1%	186
2016 Q3	–	Sell	-9,700	Closed	-$283K	–	211
2016 Q2	$283K	Buy	+9,700	New	+$285K	0.12%	177

Other funds holding IFGL

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

EHPM

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

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Transform Wealth's IFGL Position: Q1 2019 in Review

Transform Wealth sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2019, closing a stake of 16,400 shares — an estimated $443K sold.

Transform Wealth first reported a position in IFGL in Q2 2016 and held it in 9 quarters. The position peaked at $488K in Q1 2018. 100 funds tracked by Wall St. Rank hold IFGL as of Q1 2019.

Transform Wealth reported no remaining iShares International Developed Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 16,400 iShares International Developed Real Estate ETF shares in Q1 2019, an estimated $443K.
Transform Wealth first reported a position in iShares International Developed Real Estate ETF in Q2 2016 and held it in 9 quarters.
Transform Wealth's iShares International Developed Real Estate ETF position peaked at $488K in Q1 2018.
100 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.