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

GeoWealth 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
2025 Q1	–	Sell	-41	Closed	-$2.47K	–	1413
2024 Q4	$2.47K	Sell	41 -24	-37%	-$1.53K	﹤0.01%	1634
2024 Q3	$4.29K	Buy	+65	New	+$4.06K	﹤0.01%	1468
2023 Q2	–	Sell	-5,905	Closed	-$328K	–	454
2023 Q1	$328K	Sell	5,905 -12,233	-67%	-$696K	0.04%	169
2022 Q4	$994K	Sell	18,138 -8,309	-31%	-$454K	0.11%	113
2022 Q3	$1.42M	Sell	26,447 -36,521	-58%	-$2.27M	0.15%	97
2022 Q2	$3.83M	Buy	62,968 +5,916	+10%	+$389K	0.51%	50
2022 Q1	$4.05M	Buy	57,052 +15,030	+36%	+$1.03M	0.36%	72
2021 Q4	$3.2M	Buy	42,022 +12,233	+41%	+$865K	0.26%	81
2021 Q3	$1.95M	Buy	+29,789	New	+$2.04M	0.16%	117
2021 Q1	–	Sell	-40,610	Closed	-$2.19M	–	218
2020 Q4	$2.19M	Buy	40,610 +17,038	+72%	+$902K	0.35%	78
2020 Q3	$1.2M	Buy	23,572 +9,278	+65%	+$480K	0.36%	77
2020 Q2	$721K	Buy	+14,294	New	+$704K	0.3%	81

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CWM

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

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

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

FIA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GeoWealth Management's ICF Position: Q1 2025 in Review

GeoWealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 41 shares — an estimated $2.47K sold.

GeoWealth Management first reported a position in ICF in Q2 2020 and held it in 12 quarters. The position peaked at $4.05M in Q1 2022. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

GeoWealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 41 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $2.47K.
GeoWealth Management first reported a position in iShares Select U.S. REIT ETF in Q2 2020 and held it in 12 quarters.
GeoWealth Management's iShares Select U.S. REIT ETF position peaked at $4.05M in Q1 2022.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.