Avant Financial Advisors’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
$666K Buy
26,976
+1,054
+4% +$26K 0.55% 36
2025
Q1
$629K Sell
25,922
-97
-0.4% -$2.35K 0.57% 36
2024
Q4
$624K Buy
+26,019
New +$624K 0.57% 36