Demars Financial Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Demars Financial Group’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	-7,077	Closed	-$538K	–	94
2021 Q4	$538K	Buy	7,077 +88	+1%	+$6.22K	0.28%	62
2021 Q3	$457K	Buy	6,989 +3,427	+96%	+$235K	0.27%	59
2021 Q2	$233K	Sell	3,562 -41	-1%	-$2.58K	0.14%	81
2021 Q1	$208K	Buy	+3,603	New	+$199K	0.14%	80

Other funds holding ICF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

Demars Financial Group's ICF Position: Q1 2022 in Review

Demars Financial Group sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2022, closing a stake of 7,077 shares — an estimated $538K sold.

Demars Financial Group first reported a position in ICF in Q1 2021 and held it in 4 quarters. The position peaked at $538K in Q4 2021. 399 funds tracked by Wall St. Rank hold ICF as of Q1 2022.

Demars Financial Group reported no remaining iShares Select U.S. REIT ETF position as of Q1 2022 after selling out during the quarter.
Demars Financial Group sold 7,077 iShares Select U.S. REIT ETF shares in Q1 2022, an estimated $538K.
Demars Financial Group first reported a position in iShares Select U.S. REIT ETF in Q1 2021 and held it in 4 quarters.
Demars Financial Group's iShares Select U.S. REIT ETF position peaked at $538K in Q4 2021.
399 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2022.

Based on Demars Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.