H&H Retirement Design & Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

H&H Retirement Design & 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 Q1	–	Sell	-4,201	Closed	-$276K	–	60
2021 Q4	$276K	Sell	4,201 -42,434	-91%	-$3M	0.17%	61
2021 Q3	$3.07M	Sell	46,635 -783	-2%	-$53.6K	1.89%	22
2021 Q2	$3.24M	Sell	47,418 -2,799	-6%	-$176K	1.99%	22
2021 Q1	$3.09M	Buy	+50,217	New	+$2.77M	1.86%	22
2020 Q3	$2.15M	Buy	+42,246	New	+$2.19M	1.69%	24

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ANTB

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

H&H Retirement Design & Management's ICF Position: Q1 2022 in Review

H&H Retirement Design & Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2022, closing a stake of 4,201 shares — an estimated $276K sold.

H&H Retirement Design & Management first reported a position in ICF in Q3 2020 and held it in 5 quarters. The position peaked at $3.24M in Q2 2021. 399 funds tracked by Wall St. Rank hold ICF as of Q1 2022.

H&H Retirement Design & Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2022 after selling out during the quarter.
H&H Retirement Design & Management sold 4,201 iShares Select U.S. REIT ETF shares in Q1 2022, an estimated $276K.
H&H Retirement Design & Management first reported a position in iShares Select U.S. REIT ETF in Q3 2020 and held it in 5 quarters.
H&H Retirement Design & Management's iShares Select U.S. REIT ETF position peaked at $3.24M in Q2 2021.
399 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2022.

Based on H&H Retirement Design & Management's 13F filing for Q1 2022, filed 11 Apr 2022.