Financial Counselors Inc’s iShares Select U.S. REIT ETF ICF Stock Holding History

Financial Counselors Inc’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
2025 Q2	–	Sell	-3,430	Closed	-$211K	–	244
2025 Q1	$211K	Buy	+3,430	New	+$210K	﹤0.01%	563
2024 Q3	–	Sell	-3,843	Closed	-$220K	–	591
2024 Q2	$220K	Buy	+3,843	New	+$213K	﹤0.01%	528
2024 Q1	–	Sell	-3,633	Closed	-$213K	–	587
2023 Q4	$213K	Buy	+3,633	New	+$192K	﹤0.01%	542
2018 Q1	–	Sell	-6,428	Closed	-$326K	–	495
2017 Q4	$326K	Hold	6,428	–	–	0.01%	385
2017 Q3	$323K	Hold	6,428	–	–	0.02%	390
2017 Q2	$325K	Hold	6,428	–	–	0.02%	386
2017 Q1	$321K	Hold	6,428	–	–	0.02%	392
2016 Q4	$320K	Buy	+6,428	New	+$315K	0.02%	385
2014 Q2	–	Sell	-20,796	Closed	-$855K	–	433
2014 Q1	$855K	Sell	20,796 -1,852	-8%	-$73.7K	0.06%	276
2013 Q4	$846K	Sell	22,648 -2,632	-10%	-$102K	0.06%	259
2013 Q3	$972K	Sell	25,280 -814	-3%	-$32.3K	0.08%	228
2013 Q2	$1.05M	Buy	+26,094	New	+$1.11M	0.09%	209

Other funds holding ICF

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Financial Counselors Inc's ICF Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2025, closing a stake of 3,430 shares — an estimated $211K sold.

Financial Counselors Inc first reported a position in ICF in Q2 2013 and held it in 12 quarters. The position peaked at $1.05M in Q2 2013. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

Financial Counselors Inc reported no remaining iShares Select U.S. REIT ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 3,430 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $211K.
Financial Counselors Inc first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 12 quarters.
Financial Counselors Inc's iShares Select U.S. REIT ETF position peaked at $1.05M in Q2 2013.
348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.