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 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

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

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

Evermay Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 310 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Evermay Wealth Management first reported a position in ICF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.77M in Q3 2024. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Evermay Wealth Management held 310 shares of iShares Select U.S. REIT ETF worth $21K as of Q2 2026.
Evermay 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 Evermay Wealth Management's portfolio in Q2 2026, its #444 holding.
Evermay Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q1 2024 and has held it in 10 quarters since.
Evermay Wealth Management's iShares Select U.S. REIT ETF position peaked at $2.77M in Q3 2024.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.