First Command Advisory Services’s iShares Global REIT ETF REET Stock Holding History

First Command Advisory Services’s Portfolio REET Stock Details REET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-581	Closed	-$6.55K	–	650
2023 Q4	$6.55K	Buy	+581	New	+$12.7K	﹤0.01%	371
2022 Q2	–	Sell	-123	Closed	-$4K	–	129
2022 Q1	$4K	Hold	123	–	–	﹤0.01%	13
2021 Q4	$4K	Sell	123 -21	-15%	-$614	﹤0.01%	19
2021 Q3	$4K	Sell	144 -347	-71%	-$9.95K	﹤0.01%	23
2021 Q2	$14K	Hold	491	–	–	﹤0.01%	14
2021 Q1	$13K	Hold	491	–	–	﹤0.01%	11
2020 Q4	$12K	Hold	491	–	–	﹤0.01%	10
2020 Q3	$10K	Sell	491 -537	-52%	-$11.5K	﹤0.01%	18
2020 Q2	$21K	Sell	1,028 -14	-1%	-$283	﹤0.01%	10
2020 Q1	$20K	Hold	1,042	–	–	﹤0.01%	10
2019 Q4	$29K	Sell	1,042 -100	-9%	-$2.81K	﹤0.01%	10
2019 Q3	$32K	Sell	1,142 -512	-31%	-$14K	﹤0.01%	10
2019 Q2	$44K	Sell	1,654 -6,422,484	-100%	-$172M	﹤0.01%	10
2019 Q1	$171M	Buy	6,424,138 +25,827	+0.4%	+$665K	5.62%	5
2018 Q4	$150M	Buy	6,398,311 +17,989	+0.3%	+$443K	6.07%	4
2018 Q3	$161M	Buy	6,380,322 +43,179	+0.7%	+$1.12M	5.7%	4
2018 Q2	$163M	Buy	+6,337,143	New	+$159M	6.45%	4

Other funds holding REET

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

First Command Advisory Services's REET Position: Q1 2024 in Review

First Command Advisory Services sold out of iShares Global REIT ETF (REET) in Q1 2024, closing a stake of 581 shares — an estimated $6.55K sold.

First Command Advisory Services first reported a position in REET in Q2 2018 and held it in 17 quarters. The position peaked at $171M in Q1 2019. 266 funds tracked by Wall St. Rank hold REET as of Q1 2024.

First Command Advisory Services reported no remaining iShares Global REIT ETF position as of Q1 2024 after selling out during the quarter.
First Command Advisory Services sold 581 iShares Global REIT ETF shares in Q1 2024, an estimated $6.55K.
First Command Advisory Services first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 17 quarters.
First Command Advisory Services's iShares Global REIT ETF position peaked at $171M in Q1 2019.
266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2024.

Based on First Command Advisory Services's 13F filing for Q1 2024, filed 2 May 2024.