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Fiduciary Alliance’s iShares Select U.S. REIT ETF ICF Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-184
Closed -$10.2K – 510
2023
Q2 		$10.2K Buy
+184
New +$10K ﹤0.01% 553
2023
Q1 		– Sell
-184
Closed -$10.1K – 457
2022
Q4 		$10.1K Buy
+184
New +$10.1K ﹤0.01% 405

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Fiduciary Alliance's ICF Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2023, closing a stake of 184 shares — an estimated $10.2K sold.

Fiduciary Alliance first reported a position in ICF in Q4 2022 and held it in 2 quarters. The position peaked at $10.2K in Q2 2023. 321 funds tracked by Wall St. Rank hold ICF as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares Select U.S. REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 184 iShares Select U.S. REIT ETF shares in Q3 2023, an estimated $10.2K.
  • Fiduciary Alliance first reported a position in iShares Select U.S. REIT ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's iShares Select U.S. REIT ETF position peaked at $10.2K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.