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True Link Financial Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

True Link Financial 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
2022
Q1 		– Sell
-122
Closed -$3K – 197
2021
Q4 		$3K Buy
+122
New +$3.49K ﹤0.01% 710

Other funds holding IFGL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

True Link Financial Advisors's IFGL Position: Q1 2022 in Review

True Link Financial Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2022, closing a stake of 122 shares — an estimated $3K sold.

True Link Financial Advisors first reported a position in IFGL in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 59 funds tracked by Wall St. Rank hold IFGL as of Q1 2022.

  • True Link Financial Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 122 iShares International Developed Real Estate ETF shares in Q1 2022, an estimated $3K.
  • True Link Financial Advisors first reported a position in iShares International Developed Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • True Link Financial Advisors's iShares International Developed Real Estate ETF position peaked at $3K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.