Cornerstone Financial Group’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
76,635
+4,850
+7% +$120K 1.61% 20
2025
Q1
$1.77M Buy
71,785
+9,685
+16% +$238K 1.59% 20
2024
Q4
$1.49M Buy
+62,100
New +$1.49M 1.47% 21