HCR Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

HCR Wealth 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
2021 Q1	–	Sell	-40	Closed	-$2K	–	201
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	259
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	236
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	241
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	232
2019 Q4	$2K	Buy	+40	New	+$2.35K	﹤0.01%	230

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

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

CFB

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

ANTB

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

HCR Wealth Advisors's ICF Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2021, closing a stake of 40 shares — an estimated $2K sold.

HCR Wealth Advisors first reported a position in ICF in Q4 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2020. 332 funds tracked by Wall St. Rank hold ICF as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 40 iShares Select U.S. REIT ETF shares in Q1 2021, an estimated $2K.
HCR Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $2K in Q4 2020.
332 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.