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Catalyst Private Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-248
Closed -$13K – 157
2020
Q3 		$13K Buy
+248
New +$12.8K 0.01% 195

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Catalyst Private Wealth's ICF Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2020, closing a stake of 248 shares — an estimated $13K sold.

Catalyst Private Wealth first reported a position in ICF in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 337 funds tracked by Wall St. Rank hold ICF as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares Select U.S. REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 248 iShares Select U.S. REIT ETF shares in Q4 2020, an estimated $13K.
  • Catalyst Private Wealth first reported a position in iShares Select U.S. REIT ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares Select U.S. REIT ETF position peaked at $13K in Q3 2020.
  • 337 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.