Beacon Pointe Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Beacon Pointe 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
2026 Q2	$3.25M	Sell	48,087 -14,947	-24%	-$1M	0.02%	617
2026 Q1	$3.9M	Sell	63,034 -13,263	-17%	-$831K	0.02%	533
2025 Q4	$4.55M	Buy	76,297 +67,077	+728%	+$4.07M	0.03%	410
2025 Q3	$568K	Sell	9,220 -6,283	-41%	-$384K	﹤0.01%	970
2025 Q2	$948K	Buy	15,503 +1	+0%	+$61	0.01%	686
2025 Q1	$954K	Hold	15,502	–	–	0.01%	652
2024 Q4	$934K	Buy	15,502 +2,910	+23%	+$186K	0.01%	652
2024 Q3	$830K	Sell	12,592 -579	-4%	-$36.2K	0.01%	684
2024 Q2	$755K	Hold	13,171	–	–	0.01%	724
2024 Q1	$760K	Buy	13,171 +1	+0%	+$57	0.01%	767
2023 Q4	$773K	Sell	13,170 -351	-3%	-$18.6K	0.01%	745
2023 Q3	$678K	Sell	13,521 -610	-4%	-$33.3K	0.01%	753
2023 Q2	$785K	Sell	14,131 -883	-6%	-$48.1K	0.01%	591
2023 Q1	$834K	Buy	15,014 +2,021	+16%	+$115K	0.01%	593
2022 Q4	$713K	Sell	12,993 -379	-3%	-$20.7K	0.01%	589
2022 Q3	$718K	Buy	13,372 +1,500	+13%	+$93.2K	0.02%	544
2022 Q2	$720K	Buy	11,872 +2,590	+28%	+$170K	0.02%	554
2022 Q1	$659K	Buy	9,282 +2,254	+32%	+$155K	0.01%	728
2021 Q4	$535K	Buy	7,028 +13	+0.2%	+$919	0.01%	551
2021 Q3	$459K	Sell	7,015 -302	-4%	-$20.7K	0.01%	559
2021 Q2	$478K	Buy	+7,317	New	+$460K	0.02%	491

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

Beacon Pointe Advisors's ICF Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 24% in Q2 2026, selling an estimated $1M and leaving 48,087 shares worth $3.25M. The position accounts for 0.02% of the portfolio, ranked #617.

Beacon Pointe Advisors first reported a position in ICF in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.55M in Q4 2025. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Beacon Pointe Advisors held 48,087 shares of iShares Select U.S. REIT ETF worth $3.25M as of Q2 2026.
Beacon Pointe Advisors sold 14,947 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $1M.
iShares Select U.S. REIT ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #617 holding.
Beacon Pointe Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and has held it in 21 quarters since.
Beacon Pointe Advisors's iShares Select U.S. REIT ETF position peaked at $4.55M in Q4 2025.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.