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

Aquire 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
2022
Q1 		– Sell
-72
Closed -$5K – 121
2021
Q4 		$5K Buy
+72
New +$5.09K ﹤0.01% 148

Other funds holding ICF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Aquire Wealth Advisors's ICF Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2022, closing a stake of 72 shares — an estimated $5K sold.

Aquire Wealth Advisors first reported a position in ICF in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 399 funds tracked by Wall St. Rank hold ICF as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 72 iShares Select U.S. REIT ETF shares in Q1 2022, an estimated $5K.
  • Aquire Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $5K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.