Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 Q4	$1.7M	Buy	31,460 +2,510	+9%	+$133K	0.42%	20
2020 Q3	$1.48M	Buy	+28,950	New	+$1.5M	0.42%	21
2016 Q2	–	Sell	-1,100	Closed	-$56K	–	426
2016 Q1	$56K	Buy	+1,100	New	+$53K	0.03%	120

Other funds holding ICF

BlackRock New York $6.73T AUM 46.02% 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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's ICF Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its iShares Select U.S. REIT ETF (ICF) stake by 8.7% in Q4 2020, buying an estimated $133K and bringing the position to 31,460 shares worth $1.7M. The position accounts for 0.42% of the portfolio, ranked #20.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in ICF in Q1 2016 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold ICF as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 31,460 shares of iShares Select U.S. REIT ETF worth $1.7M as of Q4 2020.
Genovese Burford & Brothers Wealth & Retirement Plan Management bought 2,510 iShares Select U.S. REIT ETF shares in Q4 2020, an estimated $133K.
iShares Select U.S. REIT ETF made up 0.42% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #20 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares Select U.S. REIT ETF in Q1 2016 and has held it in 3 quarters since.
337 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.