EverSource Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$170K Sell
2025
Q1
$677K Buy
2024
Q4
$662K Sell
2024
Q3
$737K Buy
2024
Q2
$683K Buy
2024
Q1
$611K Buy
2023
Q4
$657K Sell
2023
Q3
$831K Buy
2023
Q2
$891K Sell
2023
Q1
$1.02M Buy
2022
Q4
$909K Buy
2022
Q3
$283K Buy
2022
Q2
$63K Buy
2022
Q1
$72K Buy
2021
Q4
$14K Buy