ULWM
IFGL icon

Upper Left Wealth Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Upper Left Wealth Management’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
2026
Q3 		– Sell
-10,983
Closed -$245K – 76
2026
Q2 		$245K Buy
10,983
+194
+2% +$4.48K 0.14% 71
2026
Q1 		$241K Buy
+10,789
New +$258K 0.14% 64
2025
Q2 		– Sell
-21,372
Closed -$422K – 66
2025
Q1 		$422K Sell
21,372
-2,710
-11% -$53.4K 0.3% 52
2024
Q4 		$465K Buy
24,082
+7,006
+41% +$145K 0.4% 49
2024
Q3 		$379K Sell
17,076
-903
-5% -$19.4K 0.33% 50
2024
Q2 		$356K Buy
17,979
+4,917
+38% +$101K 0.32% 48
2024
Q1 		$278K Sell
13,062
-1,470
-10% -$30.3K 0.26% 54
2023
Q4 		$316K Sell
14,532
-51,667
-78% -$1.01M 0.31% 55
2023
Q3 		$1.26M Sell
66,199
-456
-0.7% -$9.14K 1.31% 24
2023
Q2 		$1.32M Buy
66,655
+5,528
+9% +$114K 1.47% 23
2023
Q1 		$1.27M Sell
61,127
-5,530
-8% -$119K 1.44% 22
2022
Q4 		$1.4M Buy
66,657
+34,850
+110% +$700K 1.66% 22
2022
Q3 		$615K Buy
31,807
+3,911
+14% +$86.7K 0.8% 35
2022
Q2 		$626K Buy
27,896
+417
+2% +$10.3K 0.72% 35
2022
Q1 		$758K Sell
27,479
-610
-2% -$16.6K 0.79% 33
2021
Q4 		$801K Buy
+28,089
New +$803K 0.8% 29

Other funds holding IFGL

CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $319M AUM
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Upper Left Wealth Management's IFGL Position: Q3 2026 in Review

Upper Left Wealth Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2026, closing a stake of 10,983 shares — an estimated $245K sold.

Upper Left Wealth Management first reported a position in IFGL in Q4 2021 and held it in 16 quarters. The position peaked at $1.4M in Q4 2022. 7 funds tracked by Wall St. Rank hold IFGL as of Q3 2026.

  • Upper Left Wealth Management reported no remaining iShares International Developed Real Estate ETF position as of Q3 2026 after selling out during the quarter.
  • Upper Left Wealth Management sold 10,983 iShares International Developed Real Estate ETF shares in Q3 2026, an estimated $245K.
  • Upper Left Wealth Management first reported a position in iShares International Developed Real Estate ETF in Q4 2021 and held it in 16 quarters.
  • Upper Left Wealth Management's iShares International Developed Real Estate ETF position peaked at $1.4M in Q4 2022.
  • 7 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.