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

HC Financial Advisors’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	$154K	Buy	2,528 +464	+22%	+$30.5K	0.1%	84
2022 Q1	$147K	Hold	2,064	–	–	0.09%	89
2021 Q4	$157K	Hold	2,064	–	–	0.09%	91
2021 Q3	$135K	Hold	2,064	–	–	0.08%	91
2021 Q2	$135K	Hold	2,064	–	–	0.08%	95
2021 Q1	$119K	Hold	2,064	–	–	0.07%	94
2020 Q4	$111K	Hold	2,064	–	–	0.07%	99
2020 Q3	$105K	Hold	2,064	–	–	0.08%	88
2020 Q2	$104K	Hold	2,064	–	–	0.08%	82
2020 Q1	$95K	Buy	+2,064	New	+$116K	0.08%	86

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 $10.1B AUM 29.18% 1-Year Est. Return

ANTB

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

HC Financial Advisors's ICF Position: Q2 2022 in Review

HC Financial Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 22% in Q2 2022, buying an estimated $30.5K and bringing the position to 2,528 shares worth $154K. The position accounts for 0.1% of the portfolio, ranked #84.

HC Financial Advisors first reported a position in ICF in Q1 2020 and has held it in 10 quarters since. The position peaked at $157K in Q4 2021. 392 funds tracked by Wall St. Rank hold ICF as of Q2 2022.

HC Financial Advisors held 2,528 shares of iShares Select U.S. REIT ETF worth $154K as of Q2 2022.
HC Financial Advisors bought 464 iShares Select U.S. REIT ETF shares in Q2 2022, an estimated $30.5K.
iShares Select U.S. REIT ETF made up 0.1% of HC Financial Advisors's portfolio in Q2 2022, its #84 holding.
HC Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's iShares Select U.S. REIT ETF position peaked at $157K in Q4 2021.
392 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.