UBS AM
IFGL icon

UBS AM’s iShares International Developed Real Estate ETF IFGL Stock Holding History

UBS AM’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
-41,712
Closed -$1.24M – 2663
2019
Q3 		$1.24M Buy
41,712
+599
+1% +$17.8K ﹤0.01% 1848
2019
Q2 		$1.23M Buy
41,113
+656
+2% +$19.6K ﹤0.01% 1800
2019
Q1 		$1.23M Sell
40,457
-986
-2% -$28.8K ﹤0.01% 1745
2018
Q4 		$1.12M Sell
41,443
-6,411
-13% -$177K ﹤0.01% 1701
2018
Q3 		$1.37M Sell
47,854
-2,609
-5% -$76K ﹤0.01% 1670
2018
Q2 		$1.47M Sell
50,463
-924
-2% -$27.7K ﹤0.01% 1644
2018
Q1 		$1.53M Buy
51,387
+1,792
+4% +$53.9K ﹤0.01% 1588
2017
Q4 		$1.49M Buy
49,595
+1,721
+4% +$51K ﹤0.01% 1562
2017
Q3 		$1.4M Sell
47,874
-904
-2% -$26.4K ﹤0.01% 1552
2017
Q2 		$1.39M Sell
48,778
-2,526
-5% -$72.2K ﹤0.01% 1517
2017
Q1 		$1.41M Sell
51,304
-45,744
-47% -$1.24M ﹤0.01% 1495
2016
Q4 		$2.55M Sell
97,048
-5,213
-5% -$145K ﹤0.01% 1193
2016
Q3 		$3.08M Sell
102,261
-5,694
-5% -$172K ﹤0.01% 1200
2016
Q2 		$3.15M Sell
107,955
-39,716
-27% -$1.17M ﹤0.01% 1184
2016
Q1 		$4.32M Sell
147,671
-7,305
-5% -$199K 0.01% 1057
2015
Q4 		$4.32M Sell
154,976
-8,491
-5% -$242K ﹤0.01% 1123
2015
Q3 		$4.58M Buy
163,467
+10,619
+7% +$309K 0.01% 1086
2015
Q2 		$4.55M Sell
152,848
-11,078
-7% -$350K ﹤0.01% 1077
2015
Q1 		$5.09M Buy
163,926
+9,762
+6% +$305K ﹤0.01% 1045
2014
Q4 		$4.63M Buy
154,164
+34,223
+29% +$1.04M ﹤0.01% 1053
2014
Q3 		$3.6M Buy
119,941
+21,576
+22% +$687K ﹤0.01% 1108
2014
Q2 		$3.16M Buy
98,365
+25,993
+36% +$817K ﹤0.01% 1164
2014
Q1 		$2.17M Buy
72,372
+21,946
+44% +$657K ﹤0.01% 1285
2013
Q4 		$1.56M Buy
50,426
+6,707
+15% +$221K ﹤0.01% 1347
2013
Q3 		$1.46M Sell
43,719
-5,657
-11% -$184K ﹤0.01% 1359
2013
Q2 		$1.55M Buy
+49,376
New +$1.7M ﹤0.01% 1305

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

UBS AM's IFGL Position: Q4 2019 in Review

UBS AM sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2019, closing a stake of 41,712 shares — an estimated $1.24M sold.

UBS AM first reported a position in IFGL in Q2 2013 and held it in 26 quarters. The position peaked at $5.09M in Q1 2015. 96 funds tracked by Wall St. Rank hold IFGL as of Q4 2019.

  • UBS AM reported no remaining iShares International Developed Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • UBS AM sold 41,712 iShares International Developed Real Estate ETF shares in Q4 2019, an estimated $1.24M.
  • UBS AM first reported a position in iShares International Developed Real Estate ETF in Q2 2013 and held it in 26 quarters.
  • UBS AM's iShares International Developed Real Estate ETF position peaked at $5.09M in Q1 2015.
  • 96 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2019.

Based on UBS AM's 13F filing for Q4 2019, filed 14 Feb 2020.