American Trust’s iShares Select U.S. REIT ETF ICF Stock Holding History

American Trust’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
2026 Q2	$370K	Sell	5,471 -934	-15%	-$62.8K	0.03%	216
2026 Q1	$396K	Buy	6,405 +37	+0.6%	+$2.32K	0.04%	185
2025 Q4	$380K	Sell	6,368 -82	-1%	-$4.98K	0.03%	209
2025 Q3	$397K	Buy	6,450 +215	+3%	+$13.1K	0.03%	207
2025 Q2	$381K	Buy	+6,235	New	+$378K	0.04%	186
2025 Q1	–	Sell	-5,992	Closed	-$361K	–	193
2024 Q4	$361K	Buy	+5,992	New	+$382K	0.03%	205

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

American Trust's ICF Position: Q2 2026 in Review

American Trust reduced its iShares Select U.S. REIT ETF (ICF) stake by 15% in Q2 2026, selling an estimated $62.8K and leaving 5,471 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #216.

American Trust first reported a position in ICF in Q4 2024 and has held it in 6 quarters since. The position peaked at $397K in Q3 2025. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

American Trust held 5,471 shares of iShares Select U.S. REIT ETF worth $370K as of Q2 2026.
American Trust sold 934 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $62.8K.
iShares Select U.S. REIT ETF made up 0.03% of American Trust's portfolio in Q2 2026, its #216 holding.
American Trust first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 6 quarters since.
American Trust's iShares Select U.S. REIT ETF position peaked at $397K in Q3 2025.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.