Forvis Mazars Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Forvis Mazars Wealth Advisors’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
2024 Q4	–	Sell	-3,369	Closed	-$222K	–	425
2024 Q3	$222K	Sell	3,369 -5,820	-63%	-$364K	0.01%	414
2024 Q2	$526K	Sell	9,189 -1,912	-17%	-$106K	0.01%	283
2024 Q1	$641K	Sell	11,101 -1,414	-11%	-$80.7K	0.02%	257
2023 Q4	$735K	Buy	12,515 +892	+8%	+$47.2K	0.02%	234
2023 Q3	$583K	Sell	11,623 -5,959	-34%	-$326K	0.02%	250
2023 Q2	$977K	Sell	17,582 -1,096	-6%	-$59.6K	0.03%	215
2023 Q1	$1.04M	Sell	18,678 -5,723	-23%	-$325K	0.03%	200
2022 Q4	$1.34M	Buy	24,401 +776	+3%	+$42.4K	0.05%	176
2022 Q3	$1.27M	Buy	23,625 +16,109	+214%	+$1M	0.05%	178
2022 Q2	$457K	Buy	+7,516	New	+$494K	0.02%	263

Other funds holding ICF

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ICF Position: Q4 2024 in Review

Forvis Mazars Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2024, closing a stake of 3,369 shares — an estimated $222K sold.

Forvis Mazars Wealth Advisors first reported a position in ICF in Q2 2022 and held it in 10 quarters. The position peaked at $1.34M in Q4 2022. 371 funds tracked by Wall St. Rank hold ICF as of Q4 2024.

Forvis Mazars Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q4 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 3,369 iShares Select U.S. REIT ETF shares in Q4 2024, an estimated $222K.
Forvis Mazars Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2022 and held it in 10 quarters.
Forvis Mazars Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $1.34M in Q4 2022.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.