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

Gries Financial’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	-5,384	Closed	-$382K	–	138
2022 Q1	$382K	Buy	5,384 +221	+4%	+$15.2K	0.14%	116
2021 Q4	$393K	Buy	5,163 +1,590	+45%	+$112K	0.16%	121
2021 Q3	$234K	Buy	+3,573	New	+$245K	0.07%	150

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

Gries Financial's ICF Position: Q2 2022 in Review

Gries Financial sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2022, closing a stake of 5,384 shares — an estimated $382K sold.

Gries Financial first reported a position in ICF in Q3 2021 and held it in 3 quarters. The position peaked at $393K in Q4 2021. 392 funds tracked by Wall St. Rank hold ICF as of Q2 2022.

Gries Financial reported no remaining iShares Select U.S. REIT ETF position as of Q2 2022 after selling out during the quarter.
Gries Financial sold 5,384 iShares Select U.S. REIT ETF shares in Q2 2022, an estimated $382K.
Gries Financial first reported a position in iShares Select U.S. REIT ETF in Q3 2021 and held it in 3 quarters.
Gries Financial's iShares Select U.S. REIT ETF position peaked at $393K in Q4 2021.
392 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2022.

Based on Gries Financial's 13F filing for Q2 2022, filed 16 Aug 2022.