Aegis Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Hold	54,808	–	–	0.8%	36
2025 Q1	$1.33M	Buy	54,808 +2,111	+4%	+$51.2K	0.78%	37
2024 Q4	$1.26M	Buy	+52,697	New	+$1.26M	0.85%	32