Envestnet Portfolio Solutions
ICF icon

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
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return