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Westwood Holdings Group’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Westwood Holdings Group’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
2019
Q3 		– Sell
-567
Closed -$17K – 494
2019
Q2 		$17K Hold
567
– – ﹤0.01% 492
2019
Q1 		$17K Sell
567
-276
-33% -$8.07K ﹤0.01% 397
2018
Q4 		$23K Sell
843
-2,284
-73% -$63.1K ﹤0.01% 387
2018
Q3 		$90K Sell
3,127
-1,660
-35% -$48.3K ﹤0.01% 400
2018
Q2 		$140K Sell
4,787
-326
-6% -$9.76K ﹤0.01% 400
2018
Q1 		$152K Sell
5,113
-4,359
-46% -$131K ﹤0.01% 399
2017
Q4 		$284K Sell
9,472
-8,630
-48% -$256K ﹤0.01% 382
2017
Q3 		$528K Buy
18,102
+1,955
+12% +$57K ﹤0.01% 346
2017
Q2 		$460K Sell
16,147
-925
-5% -$26.5K ﹤0.01% 354
2017
Q1 		$469K Buy
17,072
+1,807
+12% +$49K ﹤0.01% 346
2016
Q4 		$401K Buy
15,265
+800
+6% +$22.2K ﹤0.01% 395
2016
Q3 		$436K Buy
+14,465
New +$436K ﹤0.01% 396
2015
Q4 		– Sell
-13,500
Closed -$378K – 384
2015
Q3 		$378K Buy
+13,500
New +$393K ﹤0.01% 359

Other funds holding IFGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Westwood Holdings Group's IFGL Position: Q3 2019 in Review

Westwood Holdings Group sold out of iShares International Developed Real Estate ETF (IFGL) in Q3 2019, closing a stake of 567 shares — an estimated $17K sold.

Westwood Holdings Group first reported a position in IFGL in Q3 2015 and held it in 13 quarters. The position peaked at $528K in Q3 2017. 93 funds tracked by Wall St. Rank hold IFGL as of Q3 2019.

  • Westwood Holdings Group reported no remaining iShares International Developed Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Westwood Holdings Group sold 567 iShares International Developed Real Estate ETF shares in Q3 2019, an estimated $17K.
  • Westwood Holdings Group first reported a position in iShares International Developed Real Estate ETF in Q3 2015 and held it in 13 quarters.
  • Westwood Holdings Group's iShares International Developed Real Estate ETF position peaked at $528K in Q3 2017.
  • 93 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2019.

Based on Westwood Holdings Group's 13F filing for Q3 2019, filed 14 Nov 2019.