EP Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

EP Wealth Advisors’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 Q2	$386K	Buy	5,704 +361	+7%	+$24.3K	﹤0.01%	1155
2026 Q1	$331K	Buy	5,343 +409	+8%	+$25.6K	﹤0.01%	1101
2025 Q4	$294K	Buy	+4,934	New	+$300K	﹤0.01%	1146
2025 Q2	$406K	Sell	6,642 -239	-3%	-$14.5K	﹤0.01%	871
2025 Q1	$423K	Sell	6,881 -794	-10%	-$48.6K	﹤0.01%	764
2024 Q4	$463K	Sell	7,675 -26	-0.3%	-$1.66K	﹤0.01%	719
2024 Q3	$508K	Sell	7,701 -646	-8%	-$40.4K	﹤0.01%	691
2024 Q2	$478K	Sell	8,347 -1,213	-13%	-$67.3K	0.01%	546
2024 Q1	$552K	Sell	9,560 -1,283	-12%	-$73.2K	0.01%	493
2023 Q4	$637K	Sell	10,843 -1,433	-12%	-$75.8K	0.01%	446
2023 Q3	$616K	Sell	12,276 -1,914	-13%	-$105K	0.01%	420
2023 Q2	$1.05M	Buy	14,190 +9,374	+195%	+$510K	0.02%	324
2023 Q1	$502K	Sell	4,816 -19,501	-80%	-$1.11M	0.01%	400
2022 Q4	$1.33M	Hold	24,317	–	–	0.02%	246
2022 Q3	$1.3M	Sell	24,317 -824	-3%	-$51.2K	0.03%	220
2022 Q2	$1.53M	Sell	25,141 -184	-0.7%	-$12.1K	0.03%	218
2022 Q1	$1.8M	Sell	25,325 -686	-3%	-$47.2K	0.04%	209
2021 Q4	$1.98M	Buy	26,011 +16,497	+173%	+$1.17M	0.05%	185
2021 Q3	$622K	Hold	9,514	–	–	0.02%	297
2021 Q2	$622K	Sell	9,514 -510	-5%	-$32.1K	0.02%	302
2021 Q1	$580K	Sell	10,024 -754	-7%	-$41.6K	0.02%	298
2020 Q4	$581K	Sell	10,778 -9,358	-46%	-$495K	0.02%	243
2020 Q3	$1.03M	Sell	20,136 -1,482	-7%	-$76.7K	0.04%	158
2020 Q2	$1.09M	Sell	21,618 -814	-4%	-$40.1K	0.05%	167
2020 Q1	$1.03M	Buy	22,432 +7,400	+49%	+$414K	0.05%	162
2019 Q4	$879K	Buy	+15,032	New	+$884K	0.04%	211

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

EP Wealth Advisors's ICF Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 6.8% in Q2 2026, buying an estimated $24.3K and bringing the position to 5,704 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

EP Wealth Advisors first reported a position in ICF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.98M in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

EP Wealth Advisors held 5,704 shares of iShares Select U.S. REIT ETF worth $386K as of Q2 2026.
EP Wealth Advisors bought 361 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $24.3K.
iShares Select U.S. REIT ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1155 holding.
EP Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and has held it in 26 quarters since.
EP Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $1.98M in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.