Clarfeld Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Clarfeld Financial 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
2018 Q4	$143K	Buy	+2,990	New	+$149K	0.12%	57

Other funds holding ICF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Clarfeld Financial Advisors's ICF Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Select U.S. REIT ETF (ICF) in Q4 2018: 2,990 shares worth $143K. The stake represents 0.12% of the portfolio and ranks #57 among its holdings.

302 funds tracked by Wall St. Rank hold ICF as of Q4 2018.

Clarfeld Financial Advisors held 2,990 shares of iShares Select U.S. REIT ETF worth $143K as of Q4 2018.
iShares Select U.S. REIT ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Select U.S. REIT ETF made up 0.12% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #57 holding.
302 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.