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

BDO 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
2023 Q2	$2.22K	Hold	40	–	–	﹤0.01%	847
2023 Q1	$2.22K	Hold	40	–	–	﹤0.01%	899
2022 Q4	$2.19K	Hold	40	–	–	﹤0.01%	863
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	925
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	900
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	888
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	901
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	910
2021 Q2	$3K	Sell	40 -60	-60%	-$3.77K	﹤0.01%	946
2021 Q1	$6K	Buy	+100	New	+$5.51K	﹤0.01%	818

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFB

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BDO Wealth Advisors's ICF Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2023 at 40 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

BDO Wealth Advisors first reported a position in ICF in Q1 2021 and has held it in 10 quarters since. The position peaked at $6K in Q1 2021. 335 funds tracked by Wall St. Rank hold ICF as of Q2 2023.

BDO Wealth Advisors held 40 shares of iShares Select U.S. REIT ETF worth $2.22K as of Q2 2023.
BDO Wealth Advisors left its iShares Select U.S. REIT ETF share count unchanged in Q2 2023.
iShares Select U.S. REIT ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #847 holding.
BDO Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $6K in Q1 2021.
335 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.