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

Frontier 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
2022 Q2	–	Sell	-2,849	Closed	-$205K	–	411
2022 Q1	$205K	Hold	2,849	–	–	﹤0.01%	373
2021 Q4	$217K	Buy	+2,849	New	+$201K	0.01%	383
2021 Q3	–	Sell	-3,336	Closed	-$218K	–	431
2021 Q2	$218K	Buy	+3,336	New	+$210K	0.02%	392
2021 Q1	–	Sell	-4,376	Closed	-$236K	–	391
2020 Q4	$236K	Buy	+4,376	New	+$232K	0.02%	333

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

Frontier Wealth Management's ICF Position: Q2 2022 in Review

Frontier Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2022, closing a stake of 2,849 shares — an estimated $205K sold.

Frontier Wealth Management first reported a position in ICF in Q4 2020 and held it in 4 quarters. The position peaked at $236K in Q4 2020. 392 funds tracked by Wall St. Rank hold ICF as of Q2 2022.

Frontier Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2022 after selling out during the quarter.
Frontier Wealth Management sold 2,849 iShares Select U.S. REIT ETF shares in Q2 2022, an estimated $205K.
Frontier Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 4 quarters.
Frontier Wealth Management's iShares Select U.S. REIT ETF position peaked at $236K in Q4 2020.
392 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.