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Clarus Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-668
Closed -$18K – 459
2019
Q2 		$18K Buy
668
+3
+0.5% +$80 0.01% 376
2019
Q1 		$18K Buy
665
+7
+1% +$180 0.01% 435
2018
Q4 		$15K Buy
658
+20
+3% +$492 0.02% 449
2018
Q3 		$16K Buy
638
+8
+1% +$207 0.01% 473
2018
Q2 		$15K Buy
+630
New +$15.8K 0.01% 468

Other funds holding REET

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clarus Wealth Advisors's REET Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q3 2019, closing a stake of 668 shares — an estimated $18K sold.

Clarus Wealth Advisors first reported a position in REET in Q2 2018 and held it in 5 quarters. The position peaked at $18K in Q2 2019. 144 funds tracked by Wall St. Rank hold REET as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 668 iShares Global REIT ETF shares in Q3 2019, an estimated $18K.
  • Clarus Wealth Advisors first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's iShares Global REIT ETF position peaked at $18K in Q2 2019.
  • 144 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.