Better Money Decisions’s iShares Global REIT ETF REET Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-500	Closed	-$12K	–	347
2022 Q2	$12K	Buy	+500	New	+$13.3K	0.01%	293
2021 Q4	–	Sell	-500	Closed	-$14K	–	452
2021 Q3	$14K	Hold	500	–	–	0.01%	337
2021 Q2	$14K	Buy	+500	New	+$13.7K	0.01%	325

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

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

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

CFA

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

Better Money Decisions's REET Position: Q3 2022 in Review

Better Money Decisions sold out of iShares Global REIT ETF (REET) in Q3 2022, closing a stake of 500 shares — an estimated $12K sold.

Better Money Decisions first reported a position in REET in Q2 2021 and held it in 3 quarters. The position peaked at $14K in Q3 2021. 239 funds tracked by Wall St. Rank hold REET as of Q3 2022.

Better Money Decisions reported no remaining iShares Global REIT ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 500 iShares Global REIT ETF shares in Q3 2022, an estimated $12K.
Better Money Decisions first reported a position in iShares Global REIT ETF in Q2 2021 and held it in 3 quarters.
Better Money Decisions's iShares Global REIT ETF position peaked at $14K in Q3 2021.
239 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.