Claraphi Advisory Network’s iShares Global REIT ETF REET Stock Holding History

Claraphi Advisory Network’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 Q4	–	Sell	-11,196	Closed	-$238K	–	210
2022 Q3	$238K	Buy	11,196 +2,210	+25%	+$54.4K	0.13%	160
2022 Q2	$217K	Sell	8,986 -967	-10%	-$25.7K	0.08%	232
2022 Q1	$291K	Sell	9,953 -2,495	-20%	-$71.3K	0.08%	207
2021 Q4	$381K	Buy	12,448 +46	+0.4%	+$1.34K	0.13%	177
2021 Q3	$340K	Buy	12,402 +1,579	+15%	+$45.3K	0.12%	195
2021 Q2	$300K	Buy	10,823 +376	+4%	+$10.3K	0.09%	241
2021 Q1	$266K	Buy	+10,447	New	+$258K	0.07%	256
2020 Q2	–	Sell	-6,790	Closed	-$130K	–	981
2020 Q1	$130K	Buy	+6,790	New	+$173K	0.06%	278
2019 Q4	–	Sell	-4,994	Closed	-$140K	–	357
2019 Q3	$140K	Buy	+4,994	New	+$137K	0.08%	224

Other funds holding REET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Claraphi Advisory Network's REET Position: Q4 2022 in Review

Claraphi Advisory Network sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 11,196 shares — an estimated $238K sold.

Claraphi Advisory Network first reported a position in REET in Q3 2019 and held it in 9 quarters. The position peaked at $381K in Q4 2021. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

Claraphi Advisory Network reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
Claraphi Advisory Network sold 11,196 iShares Global REIT ETF shares in Q4 2022, an estimated $238K.
Claraphi Advisory Network first reported a position in iShares Global REIT ETF in Q3 2019 and held it in 9 quarters.
Claraphi Advisory Network's iShares Global REIT ETF position peaked at $381K in Q4 2021.
266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.