Focus Financial Network’s iShares Select U.S. REIT ETF ICF Stock Holding History

Focus Financial Network’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 Q2	–	Sell	-3,698	Closed	-$205K	–	599
2023 Q1	$205K	Sell	3,698 -22	-0.6%	-$1.25K	0.01%	541
2022 Q4	$204K	Buy	+3,720	New	+$203K	0.02%	452
2022 Q3	–	Sell	-3,547	Closed	-$216K	–	491
2022 Q2	$216K	Sell	3,547 -151	-4%	-$9.93K	0.02%	455
2022 Q1	$263K	Sell	3,698 -678	-15%	-$46.7K	0.02%	427
2021 Q4	$333K	Sell	4,376 -40	-0.9%	-$2.83K	0.05%	275
2021 Q3	$289K	Buy	+4,416	New	+$302K	0.04%	346
2020 Q1	–	Sell	-3,530	Closed	-$207K	–	393
2019 Q4	$207K	Sell	3,530 -212	-6%	-$12.5K	0.03%	390
2019 Q3	$225K	Sell	3,742 -88	-2%	-$5.15K	0.03%	348
2019 Q2	$216K	Buy	3,830 +16	+0.4%	+$898	0.03%	344
2019 Q1	$212K	Buy	+3,814	New	+$201K	0.03%	343

Other funds holding ICF

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Focus Financial Network's ICF Position: Q2 2023 in Review

Focus Financial Network sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2023, closing a stake of 3,698 shares — an estimated $205K sold.

Focus Financial Network first reported a position in ICF in Q1 2019 and held it in 10 quarters. The position peaked at $333K in Q4 2021. 335 funds tracked by Wall St. Rank hold ICF as of Q2 2023.

Focus Financial Network reported no remaining iShares Select U.S. REIT ETF position as of Q2 2023 after selling out during the quarter.
Focus Financial Network sold 3,698 iShares Select U.S. REIT ETF shares in Q2 2023, an estimated $205K.
Focus Financial Network first reported a position in iShares Select U.S. REIT ETF in Q1 2019 and held it in 10 quarters.
Focus Financial Network's iShares Select U.S. REIT ETF position peaked at $333K in Q4 2021.
335 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2023.

Based on Focus Financial Network's 13F filing for Q2 2023, filed 23 Jul 2024.