Belpointe Asset Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Belpointe Asset Management’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	$3.92M	Sell	58,033 -243	-0.4%	-$16.3K	0.13%	144
2026 Q1	$3.61M	Buy	58,276 +4,397	+8%	+$276K	0.13%	140
2025 Q4	$3.21M	Buy	53,879 +717	+1%	+$43.5K	0.12%	146
2025 Q3	$3.28M	Buy	53,162 +3,297	+7%	+$201K	0.13%	138
2025 Q2	$3.05M	Sell	49,865 -84	-0.2%	-$5.09K	0.13%	143
2025 Q1	$3.07M	Sell	49,949 -2,498	-5%	-$153K	0.16%	122
2024 Q4	$3.39M	Buy	52,447 +188	+0.4%	+$12K	0.2%	99
2024 Q3	$3.44M	Sell	52,259 -800	-2%	-$50K	0.21%	93
2024 Q2	$3.04M	Buy	53,059 +963	+2%	+$53.4K	0.21%	89
2024 Q1	$3.01M	Sell	52,096 -535	-1%	-$30.5K	0.23%	99
2023 Q4	$3.09M	Sell	52,631 -39	-0.1%	-$2.06K	0.27%	68
2023 Q3	$2.64M	Buy	52,670 +2,462	+5%	+$135K	0.27%	66
2023 Q2	$2.79M	Buy	50,208 +462	+0.9%	+$25.1K	0.3%	68
2023 Q1	$2.76M	Sell	49,746 -2,997	-6%	-$170K	0.15%	135
2022 Q4	$2.89M	Sell	52,743 -167	-0.3%	-$9.13K	0.17%	113
2022 Q3	$2.84M	Buy	52,910 +4,753	+10%	+$295K	0.19%	101
2022 Q2	$2.92M	Sell	48,157 -2,048	-4%	-$135K	0.2%	104
2022 Q1	$3.56M	Buy	50,205 +444	+0.9%	+$30.6K	0.22%	86
2021 Q4	$3.79M	Sell	49,761 -186	-0.4%	-$13.1K	0.24%	88
2021 Q3	$3.27M	Buy	49,947 +79	+0.2%	+$5.41K	0.22%	91
2021 Q2	$3.26M	Buy	49,868 +88	+0.2%	+$5.53K	0.23%	83
2021 Q1	$2.88M	Buy	49,780 +7,031	+16%	+$387K	0.25%	81
2020 Q4	$2.3M	Sell	42,749 -277	-0.6%	-$14.7K	0.21%	106
2020 Q3	$2.19M	Buy	43,026 +550	+1%	+$28.5K	0.24%	91
2020 Q2	$2.14M	Buy	42,476 +222	+0.5%	+$10.9K	0.28%	75
2020 Q1	$1.94M	Buy	42,254 +70	+0.2%	+$3.92K	0.34%	66
2019 Q4	$2.47M	Sell	42,184 -1,274	-3%	-$74.9K	0.31%	81
2019 Q3	$2.61M	Buy	43,458 +1,650	+4%	+$96.5K	0.42%	45
2019 Q2	$2.35M	Buy	+41,808	New	+$2.35M	0.46%	38
2019 Q1	–	Sell	-38,360	Closed	-$1.84M	–	485
2018 Q4	$1.84M	Buy	38,360 +310	+0.8%	+$15.5K	0.47%	38
2018 Q3	$1.9M	Buy	38,050 +31,614	+491%	+$1.6M	0.3%	60
2018 Q2	$321K	Buy	+6,436	New	+$306K	0.09%	247

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 29.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Belpointe Asset Management's ICF Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 0.42% in Q2 2026, selling an estimated $16.3K and leaving 58,033 shares worth $3.92M. The position accounts for 0.13% of the portfolio, ranked #144.

Belpointe Asset Management first reported a position in ICF in Q2 2018 and has held it in 32 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Belpointe Asset Management held 58,033 shares of iShares Select U.S. REIT ETF worth $3.92M as of Q2 2026.
Belpointe Asset Management sold 243 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $16.3K.
iShares Select U.S. REIT ETF made up 0.13% of Belpointe Asset Management's portfolio in Q2 2026, its #144 holding.
Belpointe Asset Management first reported a position in iShares Select U.S. REIT ETF in Q2 2018 and has held it in 32 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.