Financial Gravity Asset Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$117K	Buy	+752	New	+$44.2K	0.08%	258

Other funds holding ICF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Gravity Asset Management's ICF Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in iShares Select U.S. REIT ETF (ICF) in Q4 2019: 752 shares worth $117K. The stake represents 0.08% of the portfolio and ranks #258 among its holdings.

341 funds tracked by Wall St. Rank hold ICF as of Q4 2019.

Financial Gravity Asset Management held 752 shares of iShares Select U.S. REIT ETF worth $117K as of Q4 2019.
iShares Select U.S. REIT ETF was a new Financial Gravity Asset Management position in Q4 2019.
iShares Select U.S. REIT ETF made up 0.08% of Financial Gravity Asset Management's portfolio in Q4 2019, its #258 holding.
341 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.