Bedel Financial Consulting’s iShares Global REIT ETF REET Stock Holding History

Bedel Financial Consulting’s Portfolio REET Stock Details REET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-225	Closed	-$7K	–	724
2022 Q1	$7K	Hold	225	–	–	﹤0.01%	734
2021 Q4	$7K	Hold	225	–	–	﹤0.01%	735
2021 Q3	$6K	Hold	225	–	–	﹤0.01%	758
2021 Q2	$6K	Hold	225	–	–	﹤0.01%	757
2021 Q1	$6K	Hold	225	–	–	﹤0.01%	724
2020 Q4	$5K	Hold	225	–	–	﹤0.01%	655
2020 Q3	$5K	Hold	225	–	–	﹤0.01%	616
2020 Q2	$5K	Hold	225	–	–	﹤0.01%	586
2020 Q1	$4K	Buy	+225	New	+$5.74K	﹤0.01%	609

Other funds holding REET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

Bedel Financial Consulting's REET Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares Global REIT ETF (REET) in Q2 2022, closing a stake of 225 shares — an estimated $7K sold.

Bedel Financial Consulting first reported a position in REET in Q1 2020 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares Global REIT ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 225 iShares Global REIT ETF shares in Q2 2022, an estimated $7K.
Bedel Financial Consulting first reported a position in iShares Global REIT ETF in Q1 2020 and held it in 9 quarters.
Bedel Financial Consulting's iShares Global REIT ETF position peaked at $7K in Q1 2022.
249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.