Freedman Financial Associates’s iShares Select U.S. REIT ETF ICF Stock Holding History

Freedman Financial Associates’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
2022 Q2	–	Sell	-340	Closed	-$25K	–	184
2022 Q1	$25K	Hold	340	–	–	0.02%	280
2021 Q4	$26K	Hold	340	–	–	0.02%	269
2021 Q3	$22K	Hold	340	–	–	0.02%	282
2021 Q2	$22K	Hold	340	–	–	0.02%	278
2021 Q1	$20K	Hold	340	–	–	0.02%	288
2020 Q4	$18K	Buy	+340	New	+$18K	0.02%	298

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ANTB

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

Freedman Financial Associates's ICF Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2022, closing a stake of 340 shares — an estimated $25K sold.

Freedman Financial Associates first reported a position in ICF in Q4 2020 and held it in 6 quarters. The position peaked at $26K in Q4 2021. 392 funds tracked by Wall St. Rank hold ICF as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Select U.S. REIT ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 340 iShares Select U.S. REIT ETF shares in Q2 2022, an estimated $25K.
Freedman Financial Associates first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Select U.S. REIT ETF position peaked at $26K in Q4 2021.
392 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.