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

Evermay 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
Q3 		$19.5K Hold
310
– – ﹤0.01% 435
2026
Q2 		$21K Hold
310
– – ﹤0.01% 444
2026
Q1 		$19.2K Sell
310
-1,353
-81% -$84.8K ﹤0.01% 394
2025
Q4 		$99.2K Sell
1,663
-805
-33% -$48.9K 0.01% 259
2025
Q3 		$152K Sell
2,468
-405
-14% -$24.8K 0.02% 223
2025
Q2 		$176K Sell
2,873
-5,295
-65% -$321K 0.02% 206
2025
Q1 		$503K Sell
8,168
-20,044
-71% -$1.23M 0.07% 121
2024
Q4 		$1.7M Sell
28,212
-13,772
-33% -$878K 0.26% 48
2024
Q3 		$2.77M Sell
41,984
-711
-2% -$44.4K 0.44% 35
2024
Q2 		$2.45M Sell
42,695
-2,843
-6% -$158K 0.39% 38
2024
Q1 		$2.63M Buy
+45,538
New +$2.6M 0.4% 38

Other funds holding ICF

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Evermay Wealth Management's ICF Position: Q3 2026 in Review

Evermay Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2026 at 310 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Evermay Wealth Management first reported a position in ICF in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.77M in Q3 2024. 232 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

  • Evermay Wealth Management held 310 shares of iShares Select U.S. REIT ETF worth $19.5K as of Q3 2026.
  • Evermay Wealth Management left its iShares Select U.S. REIT ETF share count unchanged in Q3 2026.
  • iShares Select U.S. REIT ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #435 holding.
  • Evermay Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q1 2024 and has held it in 11 quarters since.
  • Evermay Wealth Management's iShares Select U.S. REIT ETF position peaked at $2.77M in Q3 2024.
  • 232 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.