FormulaFolio Investments’s iShares Global REIT ETF REET Stock Holding History

FormulaFolio Investments’s Portfolio REET Stock Details REET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-65,830	Closed	-$1.26M	–	320
2020 Q1	$1.26M	Sell	65,830 -766,043	-92%	-$19.5M	0.07%	104
2019 Q4	$23M	Sell	831,873 -48,116	-5%	-$1.35M	0.82%	31
2019 Q3	$24.7M	Sell	879,989 -86,947	-9%	-$2.38M	0.95%	21
2019 Q2	$25.8M	Sell	966,936 -27,847	-3%	-$744K	1.09%	21
2019 Q1	$26.6M	Sell	994,783 -297,995	-23%	-$7.67M	1.17%	21
2018 Q4	$32.6M	Hold	1,292,778	–	–	1.43%	19
2018 Q3	$32.6M	Buy	+1,292,778	New	+$33.5M	1.43%	19

Other funds holding REET

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

FormulaFolio Investments's REET Position: Q2 2020 in Review

FormulaFolio Investments sold out of iShares Global REIT ETF (REET) in Q2 2020, closing a stake of 65,830 shares — an estimated $1.26M sold.

FormulaFolio Investments first reported a position in REET in Q3 2018 and held it in 7 quarters. The position peaked at $32.6M in Q4 2018. 169 funds tracked by Wall St. Rank hold REET as of Q2 2020.

FormulaFolio Investments reported no remaining iShares Global REIT ETF position as of Q2 2020 after selling out during the quarter.
FormulaFolio Investments sold 65,830 iShares Global REIT ETF shares in Q2 2020, an estimated $1.26M.
FormulaFolio Investments first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 7 quarters.
FormulaFolio Investments's iShares Global REIT ETF position peaked at $32.6M in Q4 2018.
169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2020.

Based on FormulaFolio Investments's 13F filing for Q2 2020, filed 18 Aug 2020.