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Choate Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Choate Investment Advisors’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
2024
Q4 		– Sell
-21,243
Closed -$1.4M – 408
2024
Q3 		$1.4M Sell
21,243
-2,300
-10% -$144K 0.04% 163
2024
Q2 		$1.35M Sell
23,543
-21,728
-48% -$1.2M 0.04% 164
2024
Q1 		$2.61M Buy
+45,271
New +$2.58M 0.07% 124
2023
Q4 		– Sell
-928
Closed -$46.5K – 402
2023
Q3 		$46.5K Hold
928
– – ﹤0.01% 403
2023
Q2 		$51.6K Hold
928
– – ﹤0.01% 321
2023
Q1 		$51.5K Hold
928
– – ﹤0.01% 296
2022
Q4 		$50.9K Hold
928
– – ﹤0.01% 303
2022
Q3 		$50K Hold
928
– – ﹤0.01% 271
2022
Q2 		$56K Hold
928
– – ﹤0.01% 287
2022
Q1 		$66K Hold
928
– – ﹤0.01% 321
2021
Q4 		$71K Buy
928
+650
+234% +$45.9K ﹤0.01% 306
2021
Q3 		$18K Sell
278
-278
-50% -$19K ﹤0.01% 293
2021
Q2 		$36K Sell
556
-702
-56% -$44.1K ﹤0.01% 300
2021
Q1 		$73K Hold
1,258
– – ﹤0.01% 272
2020
Q4 		$68K Buy
1,258
+702
+126% +$37.2K ﹤0.01% 259
2020
Q3 		$28K Buy
+556
New +$28.8K ﹤0.01% 267
2014
Q2 		– Sell
-7,948
Closed -$327K – 313
2014
Q1 		$327K Sell
7,948
-6,976
-47% -$278K 0.02% 220
2013
Q4 		$558K Sell
14,924
-10,792
-42% -$417K 0.04% 167
2013
Q3 		$989K Sell
25,716
-4,300
-14% -$171K 0.07% 118
2013
Q2 		$1.21M Buy
+30,016
New +$1.28M 0.1% 108

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Choate Investment Advisors's ICF Position: Q4 2024 in Review

Choate Investment Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2024, closing a stake of 21,243 shares — an estimated $1.4M sold.

Choate Investment Advisors first reported a position in ICF in Q2 2013 and held it in 20 quarters. The position peaked at $2.61M in Q1 2024. 371 funds tracked by Wall St. Rank hold ICF as of Q4 2024.

  • Choate Investment Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 21,243 iShares Select U.S. REIT ETF shares in Q4 2024, an estimated $1.4M.
  • Choate Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 20 quarters.
  • Choate Investment Advisors's iShares Select U.S. REIT ETF position peaked at $2.61M in Q1 2024.
  • 371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2024.

Based on Choate Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.