First National Advisers’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Hold
58,100
0.21% 117
2025
Q1
$1.41M Hold
58,100
0.23% 116
2024
Q4
$1.39M Buy
58,100
+14,800
+34% +$355K 0.23% 116
2024
Q3
$1.16M Hold
43,300
0.18% 129
2024
Q2
$1.01M Buy
43,300
+14,500
+50% +$337K 0.18% 127
2024
Q1
$682K Buy
28,800
+3,000
+12% +$71K 0.15% 132
2023
Q4
$624K Buy
+25,800
New +$624K 0.18% 125