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

Evoke Wealth’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
2022 Q4	–	Sell	-800	Closed	-$43K	–	725
2022 Q3	$43K	Hold	800	–	–	﹤0.01%	536
2022 Q2	$49K	Hold	800	–	–	﹤0.01%	519
2022 Q1	$57K	Hold	800	–	–	﹤0.01%	501
2021 Q4	$61K	Hold	800	–	–	﹤0.01%	502
2021 Q3	$52K	Hold	800	–	–	﹤0.01%	501
2021 Q2	$52K	Hold	800	–	–	﹤0.01%	520
2021 Q1	$46K	Hold	800	–	–	﹤0.01%	465
2020 Q4	$43K	Hold	800	–	–	﹤0.01%	391
2020 Q3	$41K	Hold	800	–	–	﹤0.01%	387
2020 Q2	$40K	Hold	800	–	–	﹤0.01%	374
2020 Q1	$36.6K	Buy	+800	New	+$44.8K	0.01%	369
2019 Q4	–	Sell	-800	Closed	-$48K	–	1326
2019 Q3	$48K	Buy	+800	New	+$46.8K	0.01%	473

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Evoke Wealth's ICF Position: Q4 2022 in Review

Evoke Wealth sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2022, closing a stake of 800 shares — an estimated $43K sold.

Evoke Wealth first reported a position in ICF in Q3 2019 and held it in 12 quarters. The position peaked at $61K in Q4 2021. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

Evoke Wealth reported no remaining iShares Select U.S. REIT ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 800 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $43K.
Evoke Wealth first reported a position in iShares Select U.S. REIT ETF in Q3 2019 and held it in 12 quarters.
Evoke Wealth's iShares Select U.S. REIT ETF position peaked at $61K in Q4 2021.
359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.