Bedel Financial Consulting’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bedel Financial Consulting’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
2020 Q2	–	Sell	-242	Closed	-$11K	–	855
2020 Q1	$11K	Hold	242	–	–	0.01%	460
2019 Q4	$14K	Buy	+242	New	+$14.2K	0.01%	448
2018 Q2	–	Sell	-594	Closed	-$28K	–	701
2018 Q1	$28K	Buy	+594	New	+$27.9K	0.02%	335

Other funds holding ICF

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

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

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

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

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

CFB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bedel Financial Consulting's ICF Position: Q2 2020 in Review

Bedel Financial Consulting sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2020, closing a stake of 242 shares — an estimated $11K sold.

Bedel Financial Consulting first reported a position in ICF in Q1 2018 and held it in 3 quarters. The position peaked at $28K in Q1 2018. 301 funds tracked by Wall St. Rank hold ICF as of Q2 2020.

Bedel Financial Consulting reported no remaining iShares Select U.S. REIT ETF position as of Q2 2020 after selling out during the quarter.
Bedel Financial Consulting sold 242 iShares Select U.S. REIT ETF shares in Q2 2020, an estimated $11K.
Bedel Financial Consulting first reported a position in iShares Select U.S. REIT ETF in Q1 2018 and held it in 3 quarters.
Bedel Financial Consulting's iShares Select U.S. REIT ETF position peaked at $28K in Q1 2018.
301 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.