CWA
ICF icon

Consilio Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Consilio Wealth 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
2022
Q1 		– Sell
-5,163
Closed -$394K – 42
2021
Q4 		$394K Buy
+5,163
New +$365K 0.31% 33

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Consilio Wealth Advisors's ICF Position: Q1 2022 in Review

Consilio Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2022, closing a stake of 5,163 shares — an estimated $394K sold.

Consilio Wealth Advisors first reported a position in ICF in Q4 2021 and held it in 1 quarter. The position peaked at $394K in Q4 2021. 399 funds tracked by Wall St. Rank hold ICF as of Q1 2022.

  • Consilio Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Consilio Wealth Advisors sold 5,163 iShares Select U.S. REIT ETF shares in Q1 2022, an estimated $394K.
  • Consilio Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 1 quarter.
  • Consilio Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $394K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2022.

Based on Consilio Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.