Walkner Condon Financial Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Walkner Condon 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
2021 Q3	–	Sell	-8,210	Closed	-$241K	–	161
2021 Q2	$241K	Hold	8,210	–	–	0.09%	148
2021 Q1	$226K	Sell	8,210 -770	-9%	-$21.1K	0.09%	158
2020 Q4	$244K	Buy	+8,980	New	+$229K	0.11%	120

Other funds holding IFGL

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Walkner Condon Financial Advisors's IFGL Position: Q3 2021 in Review

Walkner Condon Financial Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2021, closing a stake of 8,210 shares — an estimated $241K sold.

Walkner Condon Financial Advisors first reported a position in IFGL in Q4 2020 and held it in 3 quarters. The position peaked at $244K in Q4 2020. 58 funds tracked by Wall St. Rank hold IFGL as of Q3 2021.

Walkner Condon Financial Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q3 2021 after selling out during the quarter.
Walkner Condon Financial Advisors sold 8,210 iShares International Developed Real Estate ETF shares in Q3 2021, an estimated $241K.
Walkner Condon Financial Advisors first reported a position in iShares International Developed Real Estate ETF in Q4 2020 and held it in 3 quarters.
Walkner Condon Financial Advisors's iShares International Developed Real Estate ETF position peaked at $244K in Q4 2020.
58 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.