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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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. 240 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.
  • 240 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.