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

Jacobi Capital 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
2021
Q1 		– Sell
-131
Closed -$7K – 1400
2020
Q4 		$7K Buy
+131
New +$6.93K ﹤0.01% 939

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
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

Jacobi Capital Management's ICF Position: Q1 2021 in Review

Jacobi Capital Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2021, closing a stake of 131 shares — an estimated $7K sold.

Jacobi Capital Management first reported a position in ICF in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 332 funds tracked by Wall St. Rank hold ICF as of Q1 2021.

  • Jacobi Capital Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 131 iShares Select U.S. REIT ETF shares in Q1 2021, an estimated $7K.
  • Jacobi Capital Management first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 1 quarter.
  • Jacobi Capital Management's iShares Select U.S. REIT ETF position peaked at $7K in Q4 2020.
  • 332 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2021.

Based on Jacobi Capital Management's 13F filing for Q1 2021, filed 11 May 2021.