Focused Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Focused Wealth Management’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
2020 Q3	–	Sell	-62	Closed	-$3K	–	819
2020 Q2	$3K	Hold	62	–	–	﹤0.01%	640
2020 Q1	$3K	Hold	62	–	–	﹤0.01%	581
2019 Q4	$4K	Hold	62	–	–	﹤0.01%	595
2019 Q3	$4K	Hold	62	–	–	﹤0.01%	590
2019 Q2	$3K	Sell	62 -4	-6%	-$225	﹤0.01%	638
2019 Q1	$4K	Hold	66	–	–	﹤0.01%	570
2018 Q4	$3K	Buy	66 +4	+6%	+$199	﹤0.01%	586
2018 Q3	$3K	Hold	62	–	–	﹤0.01%	561
2018 Q2	$3K	Hold	62	–	–	﹤0.01%	555
2018 Q1	$3K	Hold	62	–	–	﹤0.01%	598
2017 Q4	$3K	Hold	62	–	–	﹤0.01%	585
2017 Q3	$3K	Hold	62	–	–	﹤0.01%	558
2017 Q2	$3K	Hold	62	–	–	﹤0.01%	603
2017 Q1	$3K	Hold	62	–	–	﹤0.01%	590
2016 Q4	$3K	Hold	62	–	–	﹤0.01%	587
2016 Q3	$3K	Hold	62	–	–	﹤0.01%	570
2016 Q2	$3K	Hold	62	–	–	﹤0.01%	564
2016 Q1	$3K	Hold	62	–	–	﹤0.01%	526
2015 Q4	$3K	Hold	62	–	–	﹤0.01%	553
2015 Q3	$3K	Hold	62	–	–	﹤0.01%	547
2015 Q2	$3K	Hold	62	–	–	﹤0.01%	557
2015 Q1	$3K	Hold	62	–	–	﹤0.01%	577
2014 Q4	$3K	Hold	62	–	–	﹤0.01%	557
2014 Q3	$3K	Hold	62	–	–	﹤0.01%	562
2014 Q2	$3K	Hold	62	–	–	﹤0.01%	560
2014 Q1	$3K	Hold	62	–	–	﹤0.01%	530
2013 Q4	$2K	Hold	62	–	–	﹤0.01%	557
2013 Q3	$2K	Buy	+62	New	+$2.46K	﹤0.01%	522

Other funds holding ICF

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

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

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

CFB

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Focused Wealth Management's ICF Position: Q3 2020 in Review

Focused Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2020, closing a stake of 62 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in ICF in Q3 2013 and held it in 28 quarters. The position peaked at $4K in Q4 2019. 293 funds tracked by Wall St. Rank hold ICF as of Q3 2020.

Focused Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q3 2020 after selling out during the quarter.
Focused Wealth Management sold 62 iShares Select U.S. REIT ETF shares in Q3 2020, an estimated $3K.
Focused Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q3 2013 and held it in 28 quarters.
Focused Wealth Management's iShares Select U.S. REIT ETF position peaked at $4K in Q4 2019.
293 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2020.

Based on Focused Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.