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CMH Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

CMH Wealth Management’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
2022
Q4 		– Sell
-68,939
Closed -$3.7M – 50
2022
Q3 		$3.7M Buy
68,939
+2,589
+4% +$161K 1.36% 31
2022
Q2 		$4.03M Buy
66,350
+2,693
+4% +$177K 1.46% 25
2022
Q1 		$4.52M Buy
63,657
+3,601
+6% +$248K 1.39% 30
2021
Q4 		$4.57M Buy
+60,056
New +$4.24M 1.38% 29

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

CMH Wealth Management's ICF Position: Q4 2022 in Review

CMH Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2022, closing a stake of 68,939 shares — an estimated $3.7M sold.

CMH Wealth Management first reported a position in ICF in Q4 2021 and held it in 4 quarters. The position peaked at $4.57M in Q4 2021. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

  • CMH Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q4 2022 after selling out during the quarter.
  • CMH Wealth Management sold 68,939 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $3.7M.
  • CMH Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 4 quarters.
  • CMH Wealth Management's iShares Select U.S. REIT ETF position peaked at $4.57M in Q4 2021.
  • 359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on CMH Wealth Management's 13F filing for Q4 2022, filed 12 Jan 2023.