Acorn Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Acorn Wealth Advisors’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,028	Closed	-$51K	–	266
2018 Q2	$51K	Hold	1,028	–	–	0.04%	270
2018 Q1	$48K	Buy	1,028 +6	+0.6%	+$281	0.04%	278
2017 Q4	$51K	Buy	+1,022	New	+$52K	0.05%	254

Other funds holding ICF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Acorn Wealth Advisors's ICF Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2018, closing a stake of 1,028 shares — an estimated $51K sold.

Acorn Wealth Advisors first reported a position in ICF in Q4 2017 and held it in 3 quarters. The position peaked at $51K in Q2 2018. 285 funds tracked by Wall St. Rank hold ICF as of Q3 2018.

Acorn Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,028 iShares Select U.S. REIT ETF shares in Q3 2018, an estimated $51K.
Acorn Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $51K in Q2 2018.
285 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.