Divergent Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Divergent Wealth Advisors’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
2020 Q1	–	Sell	-99,800	Closed	-$2.76M	–	40
2019 Q4	$2.76M	Sell	99,800 -28,915	-22%	-$811K	0.81%	18
2019 Q3	$3.61M	Buy	128,715 +27,481	+27%	+$752K	1.12%	17
2019 Q2	$2.7M	Sell	101,234 -26,057	-20%	-$696K	0.86%	17
2019 Q1	$3.4M	Sell	127,291 -30,694	-19%	-$790K	1.13%	17
2018 Q4	$3.7M	Buy	157,985 +157,272	+22,058%	+$3.87M	1.37%	16
2018 Q3	$17K	Buy	+713	New	+$18.5K	0.01%	100

Other funds holding REET

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

CFA

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

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

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

PCIG

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

Divergent Wealth Advisors's REET Position: Q1 2020 in Review

Divergent Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 99,800 shares — an estimated $2.76M sold.

Divergent Wealth Advisors first reported a position in REET in Q3 2018 and held it in 6 quarters. The position peaked at $3.7M in Q4 2018. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

Divergent Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
Divergent Wealth Advisors sold 99,800 iShares Global REIT ETF shares in Q1 2020, an estimated $2.76M.
Divergent Wealth Advisors first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 6 quarters.
Divergent Wealth Advisors's iShares Global REIT ETF position peaked at $3.7M in Q4 2018.
168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on Divergent Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.