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

EverSource 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	$11.2K	Buy	166 +74	+80%	+$4.97K	﹤0.01%	2838
2026 Q1	$5.69K	Hold	92	–	–	﹤0.01%	3209
2025 Q4	$5.49K	Sell	92 -203	-69%	-$12.3K	﹤0.01%	3090
2025 Q3	$18.2K	Buy	295 +203	+221%	+$12.4K	﹤0.01%	2432
2025 Q2	$5.63K	Buy	92 +48	+109%	+$2.91K	﹤0.01%	3114
2025 Q1	$2.71K	Hold	44	–	–	﹤0.01%	2785
2024 Q4	$2.65K	Buy	+44	New	+$2.81K	﹤0.01%	2607

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

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

EverSource Wealth Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 80% in Q2 2026, buying an estimated $4.97K and bringing the position to 166 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

EverSource Wealth Advisors first reported a position in ICF in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.2K in Q3 2025. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

EverSource Wealth Advisors held 166 shares of iShares Select U.S. REIT ETF worth $11.2K as of Q2 2026.
EverSource Wealth Advisors bought 74 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $4.97K.
iShares Select U.S. REIT ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2838 holding.
EverSource Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $18.2K in Q3 2025.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.