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Wipfli Financial Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Wipfli Financial 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
2022
Q3 		$94K Buy
+4,914
New +$109K 0.01% 757

Other funds holding IFGL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Wipfli Financial Advisors's IFGL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares International Developed Real Estate ETF (IFGL) in Q3 2022: 4,914 shares worth $94K. The stake represents 0.01% of the portfolio and ranks #757 among its holdings.

64 funds tracked by Wall St. Rank hold IFGL as of Q3 2022.

  • Wipfli Financial Advisors held 4,914 shares of iShares International Developed Real Estate ETF worth $94K as of Q3 2022.
  • iShares International Developed Real Estate ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • iShares International Developed Real Estate ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #757 holding.
  • 64 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.