WhitTier Trust Company’s iShares International Developed Real Estate ETF IFGL Stock Holding History

WhitTier Trust Company’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
2022 Q2	–	Sell	-479	Closed	-$13K	–	1145
2022 Q1	$13K	Buy	+479	New	+$13.1K	﹤0.01%	882
2019 Q4	–	Sell	-862	Closed	-$26K	–	1010
2019 Q3	$26K	Sell	862 -863	-50%	-$25.6K	﹤0.01%	698
2019 Q2	$51K	Hold	1,725	–	–	﹤0.01%	582
2019 Q1	$52K	Hold	1,725	–	–	﹤0.01%	580
2018 Q4	$47K	Buy	+1,725	New	+$47.7K	﹤0.01%	582

Other funds holding IFGL

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return

WhitTier Trust Company's IFGL Position: Q2 2022 in Review

WhitTier Trust Company sold out of iShares International Developed Real Estate ETF (IFGL) in Q2 2022, closing a stake of 479 shares — an estimated $13K sold.

WhitTier Trust Company first reported a position in IFGL in Q4 2018 and held it in 5 quarters. The position peaked at $52K in Q1 2019. 63 funds tracked by Wall St. Rank hold IFGL as of Q2 2022.

WhitTier Trust Company reported no remaining iShares International Developed Real Estate ETF position as of Q2 2022 after selling out during the quarter.
WhitTier Trust Company sold 479 iShares International Developed Real Estate ETF shares in Q2 2022, an estimated $13K.
WhitTier Trust Company first reported a position in iShares International Developed Real Estate ETF in Q4 2018 and held it in 5 quarters.
WhitTier Trust Company's iShares International Developed Real Estate ETF position peaked at $52K in Q1 2019.
63 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q2 2022.

Based on WhitTier Trust Company's 13F filing for Q2 2022, filed 28 Jul 2022.