Briggs Advisory Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Briggs Advisory Group’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
2023 Q3	$1M	Hold	19,971	–	–	0.57%	26
2023 Q2	$1.11M	Sell	19,971 -4,184	-17%	-$228K	0.62%	24
2023 Q1	$1.34M	Sell	24,155 -109	-0.4%	-$6.2K	0.8%	22
2022 Q4	$1.33M	Buy	24,264 +2,607	+12%	+$143K	0.85%	24
2022 Q3	$1.16M	Sell	21,657 -270	-1%	-$16.8K	0.87%	20
2022 Q2	$1.33M	Sell	21,927 -1,082	-5%	-$71.1K	0.97%	19
2022 Q1	$1.63M	Sell	23,009 -1,326	-5%	-$91.3K	1.08%	13
2021 Q4	$1.85M	Buy	+24,335	New	+$1.72M	1.26%	13

Other funds holding ICF

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Briggs Advisory Group's ICF Position: Q3 2023 in Review

Briggs Advisory Group held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2023 at 19,971 shares worth $1M. The position accounts for 0.57% of the portfolio, ranked #26.

Briggs Advisory Group first reported a position in ICF in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.85M in Q4 2021. 321 funds tracked by Wall St. Rank hold ICF as of Q3 2023.

Briggs Advisory Group held 19,971 shares of iShares Select U.S. REIT ETF worth $1M as of Q3 2023.
Briggs Advisory Group left its iShares Select U.S. REIT ETF share count unchanged in Q3 2023.
iShares Select U.S. REIT ETF made up 0.57% of Briggs Advisory Group's portfolio in Q3 2023, its #26 holding.
Briggs Advisory Group first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares Select U.S. REIT ETF position peaked at $1.85M in Q4 2021.
321 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.