Wealthspire Advisors (Maryland)’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	–	Sell	-461	Closed	-$13K	–	2438
2018 Q2	$13K	Buy	461 +6	+1%	+$180	﹤0.01%	1452
2018 Q1	$14K	Buy	455 +3	+0.7%	+$90	﹤0.01%	1430
2017 Q4	$14K	Buy	452 +12	+3%	+$356	﹤0.01%	1455
2017 Q3	$13K	Buy	440 +3	+0.7%	+$87	﹤0.01%	1473
2017 Q2	$12K	Buy	437 +4	+0.9%	+$114	﹤0.01%	1463
2017 Q1	$12K	Buy	433 +3	+0.7%	+$81	﹤0.01%	1267
2016 Q4	$11K	Buy	430 +21	+5%	+$583	﹤0.01%	1194
2016 Q3	$12K	Buy	409 +3	+0.7%	+$90	﹤0.01%	1200
2016 Q2	$12K	Buy	406 +4	+1%	+$118	﹤0.01%	1161
2016 Q1	$12K	Buy	402 +3	+0.8%	+$82	﹤0.01%	1142
2015 Q4	$11K	Buy	+399	New	+$11.4K	﹤0.01%	1170

Other funds holding IFGL

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IFGL Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2018, closing a stake of 461 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in IFGL in Q4 2015 and held it in 11 quarters. The position peaked at $14K in Q1 2018. 86 funds tracked by Wall St. Rank hold IFGL as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining iShares International Developed Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 461 iShares International Developed Real Estate ETF shares in Q3 2018, an estimated $13K.
Wealthspire Advisors (Maryland) first reported a position in iShares International Developed Real Estate ETF in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s iShares International Developed Real Estate ETF position peaked at $14K in Q1 2018.
86 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.