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

Evercore Wealth Management’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	$230K	Hold	3,401	–	–	﹤0.01%	384
2026 Q1	$210K	Hold	3,401	–	–	﹤0.01%	387
2025 Q4	$203K	Hold	3,401	–	–	﹤0.01%	394
2025 Q3	$210K	Sell	3,401 -700	-17%	-$42.8K	﹤0.01%	394
2025 Q2	$251K	Hold	4,101	–	–	﹤0.01%	362
2025 Q1	$252K	Hold	4,101	–	–	﹤0.01%	363
2024 Q4	$247K	Hold	4,101	–	–	﹤0.01%	369
2024 Q3	$270K	Sell	4,101 -1,000	-20%	-$62.5K	﹤0.01%	359
2024 Q2	$292K	Hold	5,101	–	–	﹤0.01%	340
2024 Q1	$294K	Hold	5,101	–	–	﹤0.01%	342
2023 Q4	$300K	Hold	5,101	–	–	0.01%	349
2023 Q3	$256K	Hold	5,101	–	–	﹤0.01%	346
2023 Q2	$283K	Hold	5,101	–	–	0.01%	342
2023 Q1	$283K	Hold	5,101	–	–	0.01%	333
2022 Q4	$280K	Sell	5,101 -1,000	-16%	-$54.7K	0.01%	331
2022 Q3	$327K	Hold	6,101	–	–	0.01%	306
2022 Q2	$371K	Hold	6,101	–	–	0.01%	292
2022 Q1	$433K	Hold	6,101	–	–	0.01%	299
2021 Q4	$464K	Hold	6,101	–	–	0.01%	296
2021 Q3	$399K	Sell	6,101 -899	-13%	-$61.6K	0.01%	317
2021 Q2	$457K	Hold	7,000	–	–	0.01%	300
2021 Q1	$405K	Hold	7,000	–	–	0.01%	321
2020 Q4	$377K	Hold	7,000	–	–	0.01%	326
2020 Q3	$357K	Hold	7,000	–	–	0.01%	299
2020 Q2	$353K	Hold	7,000	–	–	0.01%	292
2020 Q1	$321K	Hold	7,000	–	–	0.01%	286
2019 Q4	$409K	Hold	7,000	–	–	0.01%	307
2019 Q3	$420K	Buy	7,000 +2,000	+40%	+$117K	0.01%	285
2019 Q2	$282K	Hold	5,000	–	–	0.01%	348
2019 Q1	$278K	Hold	5,000	–	–	0.01%	342
2018 Q4	$239K	Hold	5,000	–	–	0.01%	337
2018 Q3	$250K	Buy	+5,000	New	+$254K	0.01%	366
2018 Q1	–	Sell	-34	Closed	-$2K	–	548
2017 Q4	$2K	Buy	+34	New	+$1.73K	﹤0.01%	885
2017 Q1	–	Sell	-2,228	Closed	-$111K	–	1008
2016 Q4	$111K	Hold	2,228	–	–	﹤0.01%	474
2016 Q3	$117K	Hold	2,228	–	–	﹤0.01%	455
2016 Q2	$121K	Hold	2,228	–	–	0.01%	433
2016 Q1	$115K	Hold	2,228	–	–	0.01%	429
2015 Q4	$111K	Sell	2,228 -1,408	-39%	-$68.4K	0.01%	465
2015 Q3	$168K	Sell	3,636 -400	-10%	-$18.6K	0.01%	409
2015 Q2	$181K	Hold	4,036	–	–	0.01%	434
2015 Q1	$204K	Buy	+4,036	New	+$206K	0.01%	411
2014 Q4	–	Sell	-3,754	Closed	-$159K	–	914
2014 Q3	$159K	Buy	+3,754	New	+$166K	0.01%	438

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

Evercore Wealth Management's ICF Position: Q2 2026 in Review

Evercore Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 3,401 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Evercore Wealth Management first reported a position in ICF in Q3 2014 and has held it in 42 quarters since. The position peaked at $464K in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Evercore Wealth Management held 3,401 shares of iShares Select U.S. REIT ETF worth $230K as of Q2 2026.
Evercore Wealth Management left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #384 holding.
Evercore Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q3 2014 and has held it in 42 quarters since.
Evercore Wealth Management's iShares Select U.S. REIT ETF position peaked at $464K in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.