Boltwood Capital Management’s iShares Global REIT ETF REET Stock Holding History

Boltwood Capital Management’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	-8,300	Closed	-$201K	–	152
2022 Q2	$201K	Sell	8,300 -1,310	-14%	-$34.9K	0.09%	147
2022 Q1	$281K	Sell	9,610 -10	-0.1%	-$286	0.11%	140
2021 Q4	$294K	Hold	9,620	–	–	0.11%	136
2021 Q3	$264K	Hold	9,620	–	–	0.11%	140
2021 Q2	$267K	Hold	9,620	–	–	0.11%	140
2021 Q1	$245K	Sell	9,620 -60	-0.6%	-$1.48K	0.11%	140
2020 Q4	$232K	Sell	9,680 -3,940	-29%	-$88.8K	0.11%	134
2020 Q3	$286K	Buy	13,620 +2,335	+21%	+$49.9K	0.16%	124
2020 Q2	$236K	Buy	+11,285	New	+$228K	0.14%	120

Other funds holding REET

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Boltwood Capital Management's REET Position: Q3 2022 in Review

Boltwood Capital Management sold out of iShares Global REIT ETF (REET) in Q3 2022, closing a stake of 8,300 shares — an estimated $201K sold.

Boltwood Capital Management first reported a position in REET in Q2 2020 and held it in 9 quarters. The position peaked at $294K in Q4 2021. 240 funds tracked by Wall St. Rank hold REET as of Q3 2022.

Boltwood Capital Management reported no remaining iShares Global REIT ETF position as of Q3 2022 after selling out during the quarter.
Boltwood Capital Management sold 8,300 iShares Global REIT ETF shares in Q3 2022, an estimated $201K.
Boltwood Capital Management first reported a position in iShares Global REIT ETF in Q2 2020 and held it in 9 quarters.
Boltwood Capital Management's iShares Global REIT ETF position peaked at $294K in Q4 2021.
240 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2022.

Based on Boltwood Capital Management's 13F filing for Q3 2022, filed 4 Oct 2022.