First Foundation Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

First Foundation Advisors’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 Q2	–	Sell	-3,050	Closed	-$217K	–	422
2022 Q1	$217K	Hold	3,050	–	–	0.01%	386
2021 Q4	$232K	Buy	+3,050	New	+$216K	0.01%	389
2020 Q3	–	Sell	-4,922	Closed	-$248K	–	377
2020 Q2	$248K	Buy	+4,922	New	+$242K	0.01%	304
2020 Q1	–	Sell	-4,020	Closed	-$235K	–	356
2019 Q4	$235K	Hold	4,020	–	–	0.01%	322
2019 Q3	$241K	Hold	4,020	–	–	0.01%	320
2019 Q2	$226K	Buy	4,020 +400	+11%	+$22.5K	0.01%	310
2019 Q1	$201K	Buy	+3,620	New	+$191K	0.01%	311
2017 Q3	–	Sell	-6,466	Closed	-$327K	–	324
2017 Q2	$327K	Buy	+6,466	New	+$327K	0.02%	245
2016 Q4	–	Sell	-4,134	Closed	-$217K	–	317
2016 Q3	$217K	Buy	4,134 +60	+1%	+$3.24K	0.02%	267
2016 Q2	$220K	Buy	+4,074	New	+$209K	0.02%	264

Other funds holding ICF

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

First Foundation Advisors's ICF Position: Q2 2022 in Review

First Foundation Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2022, closing a stake of 3,050 shares — an estimated $217K sold.

First Foundation Advisors first reported a position in ICF in Q2 2016 and held it in 10 quarters. The position peaked at $327K in Q2 2017. 392 funds tracked by Wall St. Rank hold ICF as of Q2 2022.

First Foundation Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2022 after selling out during the quarter.
First Foundation Advisors sold 3,050 iShares Select U.S. REIT ETF shares in Q2 2022, an estimated $217K.
First Foundation Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2016 and held it in 10 quarters.
First Foundation Advisors's iShares Select U.S. REIT ETF position peaked at $327K in Q2 2017.
392 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.