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WIA
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
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CAM
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1-Year Est. Return
MWM
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1-Year Est. Return
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1-Year Est. Return
PAMU
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$91.6B AUM
47.77%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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