Cordasco Financial Network’s iShares Global REIT ETF REET Stock Holding History

Cordasco Financial 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 Q2	$18K	Hold	730	–	–	0.01%	294
2022 Q1	$21K	Sell	730 -435	-37%	-$12.4K	0.01%	288
2021 Q4	$36K	Sell	1,165 -185	-14%	-$5.41K	0.02%	237
2021 Q3	$37K	Hold	1,350	–	–	0.03%	233
2021 Q2	$37K	Hold	1,350	–	–	0.03%	233
2021 Q1	$34K	Hold	1,350	–	–	0.02%	234
2020 Q4	$32K	Hold	1,350	–	–	0.03%	206
2020 Q3	$28K	Hold	1,350	–	–	0.02%	218
2020 Q2	$28K	Hold	1,350	–	–	0.03%	197
2020 Q1	$26K	Hold	1,350	–	–	0.03%	185
2019 Q4	$37K	Hold	1,350	–	–	0.03%	169
2019 Q3	$38K	Hold	1,350	–	–	0.04%	165
2019 Q2	$36K	Hold	1,350	–	–	0.04%	165
2019 Q1	$36K	Hold	1,350	–	–	0.04%	174
2018 Q4	$32K	Buy	+1,350	New	+$33.2K	0.04%	167
2017 Q1	–	Sell	-1,575	Closed	-$40K	–	294
2016 Q4	$40K	Buy	+1,575	New	+$39.7K	0.05%	125

Other funds holding REET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cordasco Financial Network's REET Position: Q2 2022 in Review

Cordasco Financial Network held its iShares Global REIT ETF (REET) position steady in Q2 2022 at 730 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #294.

Cordasco Financial Network first reported a position in REET in Q4 2016 and has held it in 16 quarters since. The position peaked at $40K in Q4 2016. 249 funds tracked by Wall St. Rank hold REET as of Q2 2022.

Cordasco Financial Network held 730 shares of iShares Global REIT ETF worth $18K as of Q2 2022.
Cordasco Financial Network left its iShares Global REIT ETF share count unchanged in Q2 2022.
iShares Global REIT ETF made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #294 holding.
Cordasco Financial Network first reported a position in iShares Global REIT ETF in Q4 2016 and has held it in 16 quarters since.
Cordasco Financial Network's iShares Global REIT ETF position peaked at $40K in Q4 2016.
249 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.