First Western Trust Bank’s iShares Select U.S. REIT ETF ICF Stock Holding History

First Western Trust Bank’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
2023 Q3	–	Sell	-5,675	Closed	-$315K	–	180
2023 Q2	$315K	Sell	5,675 -578	-9%	-$31.5K	0.02%	152
2023 Q1	$347K	Sell	6,253 -314	-5%	-$17.9K	0.02%	149
2022 Q4	$360K	Hold	6,567	–	–	0.02%	134
2022 Q3	$352K	Hold	6,567	–	–	0.02%	123
2022 Q2	$399K	Hold	6,567	–	–	0.03%	124
2022 Q1	$472K	Buy	+6,567	New	+$452K	0.02%	126

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

First Western Trust Bank's ICF Position: Q3 2023 in Review

First Western Trust Bank sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2023, closing a stake of 5,675 shares — an estimated $315K sold.

First Western Trust Bank first reported a position in ICF in Q1 2022 and held it in 6 quarters. The position peaked at $472K in Q1 2022. 321 funds tracked by Wall St. Rank hold ICF as of Q3 2023.

First Western Trust Bank reported no remaining iShares Select U.S. REIT ETF position as of Q3 2023 after selling out during the quarter.
First Western Trust Bank sold 5,675 iShares Select U.S. REIT ETF shares in Q3 2023, an estimated $315K.
First Western Trust Bank first reported a position in iShares Select U.S. REIT ETF in Q1 2022 and held it in 6 quarters.
First Western Trust Bank's iShares Select U.S. REIT ETF position peaked at $472K in Q1 2022.
321 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2023.

Based on First Western Trust Bank's 13F filing for Q3 2023, filed 14 Nov 2023.