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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
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

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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