Empirical Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,218
Closed -$245K 519
2021
Q4
$245K Buy
+3,218
New +$227K 0.01% 454

Other funds holding ICF

Empirical Wealth Management's ICF Position: Q1 2022 in Review

Empirical Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2022, closing a stake of 3,218 shares — an estimated $245K sold.

Empirical Wealth Management first reported a position in ICF in Q4 2021 and held it in 1 quarter. The position peaked at $245K in Q4 2021. 399 funds tracked by Wall St. Rank hold ICF as of Q1 2022.

  • Empirical Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 3,218 iShares Select U.S. REIT ETF shares in Q1 2022, an estimated $245K.
  • Empirical Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 1 quarter.
  • Empirical Wealth Management's iShares Select U.S. REIT ETF position peaked at $245K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2022.

Based on Empirical Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.