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WealthPLAN Partners’s iShares International Developed Real Estate ETF IFGL Stock Holding History

WealthPLAN Partners’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
2018
Q1 		– Sell
-11,895
Closed -$357K – 275
2017
Q4 		$357K Buy
11,895
+1,468
+14% +$43.5K 0.1% 149
2017
Q3 		$304K Buy
10,427
+1,054
+11% +$30.7K 0.09% 144
2017
Q2 		$267K Buy
+9,373
New +$268K 0.08% 145

Other funds holding IFGL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's IFGL Position: Q1 2018 in Review

WealthPLAN Partners sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2018, closing a stake of 11,895 shares — an estimated $357K sold.

WealthPLAN Partners first reported a position in IFGL in Q2 2017 and held it in 3 quarters. The position peaked at $357K in Q4 2017. 95 funds tracked by Wall St. Rank hold IFGL as of Q1 2018.

  • WealthPLAN Partners reported no remaining iShares International Developed Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 11,895 iShares International Developed Real Estate ETF shares in Q1 2018, an estimated $357K.
  • WealthPLAN Partners first reported a position in iShares International Developed Real Estate ETF in Q2 2017 and held it in 3 quarters.
  • WealthPLAN Partners's iShares International Developed Real Estate ETF position peaked at $357K in Q4 2017.
  • 95 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2018.

Based on WealthPLAN Partners's 13F filing for Q1 2018, filed 16 May 2018.