Envestnet Portfolio Solutions’s iShares Select U.S. REIT ETF ICF Stock Holding History

Envestnet Portfolio Solutions’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
2026 Q1	–	Sell	-11,333	Closed	-$676K	–	1390
2025 Q4	$676K	Sell	11,333 -36	-0.3%	-$2.19K	﹤0.01%	926
2025 Q3	$701K	Sell	11,369 -37	-0.3%	-$2.26K	﹤0.01%	887
2025 Q2	$698K	Sell	11,406 -27,896	-71%	-$1.69M	﹤0.01%	947
2025 Q1	$2.42M	Sell	39,302 -7,172	-15%	-$439K	0.01%	530
2024 Q4	$2.8M	Sell	46,474 -1,323	-3%	-$84.4K	0.01%	560
2024 Q3	$3.15M	Buy	47,797 +1,973	+4%	+$123K	0.01%	515
2024 Q2	$2.63M	Buy	45,824 +1,809	+4%	+$100K	0.01%	561
2024 Q1	$2.54M	Buy	44,015 +9,675	+28%	+$552K	0.01%	563
2023 Q4	$2.02M	Sell	34,340 -312	-0.9%	-$16.5K	0.01%	592
2023 Q3	$1.74M	Buy	+34,652	New	+$1.89M	0.01%	582

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Envestnet Portfolio Solutions's ICF Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2026, closing a stake of 11,333 shares — an estimated $676K sold.

Envestnet Portfolio Solutions first reported a position in ICF in Q3 2023 and held it in 10 quarters. The position peaked at $3.15M in Q3 2024. 361 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining iShares Select U.S. REIT ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 11,333 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $676K.
Envestnet Portfolio Solutions first reported a position in iShares Select U.S. REIT ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's iShares Select U.S. REIT ETF position peaked at $3.15M in Q3 2024.
361 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.