Wealthstreet Investment Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Wealthstreet Investment 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 Q2	–	Sell	-31,450	Closed	-$867K	–	201
2021 Q1	$867K	Hold	31,450	–	–	0.08%	183
2020 Q4	$854K	Hold	31,450	–	–	0.09%	177
2020 Q3	$753K	Hold	31,450	–	–	0.08%	177
2020 Q2	$729K	Buy	31,450 +2,550	+9%	+$57.9K	0.09%	171
2020 Q1	$625K	Sell	28,900 -40	-0.1%	-$1.11K	0.09%	163
2019 Q4	$874K	Buy	28,940 +7,000	+32%	+$211K	0.1%	162
2019 Q3	$669K	Buy	21,940 +9,000	+70%	+$267K	0.09%	189
2019 Q2	$386K	Hold	12,940	–	–	0.05%	252
2019 Q1	$393K	Hold	12,940	–	–	0.05%	251
2018 Q4	$377K	Sell	12,940 -1,500	-10%	-$41.5K	0.05%	242
2018 Q3	$414K	Sell	14,440 -300	-2%	-$8.74K	0.05%	257
2018 Q2	$430K	Hold	14,740	–	–	0.06%	255
2018 Q1	$438K	Hold	14,740	–	–	0.05%	249
2017 Q4	$442K	Buy	+14,740	New	+$437K	0.05%	241

Other funds holding IFGL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthstreet Investment Advisors's IFGL Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2021, closing a stake of 31,450 shares — an estimated $867K sold.

Wealthstreet Investment Advisors first reported a position in IFGL in Q4 2017 and held it in 14 quarters. The position peaked at $874K in Q4 2019. 59 funds tracked by Wall St. Rank hold IFGL as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 31,450 iShares International Developed Real Estate ETF shares in Q2 2021, an estimated $867K.
Wealthstreet Investment Advisors first reported a position in iShares International Developed Real Estate ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's iShares International Developed Real Estate ETF position peaked at $874K in Q4 2019.
59 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.