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Kesler Norman & Wride’s iShares Select U.S. REIT ETF ICF Stock Holding History

Kesler Norman & Wride’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
2023
Q1 		– Sell
-6,732
Closed -$369K – 155
2022
Q4 		$369K Sell
6,732
-49,749
-88% -$2.72M 0.1% 139
2022
Q3 		$3.03M Buy
56,481
+6,795
+14% +$422K 0.84% 53
2022
Q2 		$3.02M Buy
+49,686
New +$3.27M 0.84% 55

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kesler Norman & Wride's ICF Position: Q1 2023 in Review

Kesler Norman & Wride sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2023, closing a stake of 6,732 shares — an estimated $369K sold.

Kesler Norman & Wride first reported a position in ICF in Q2 2022 and held it in 3 quarters. The position peaked at $3.03M in Q3 2022. 347 funds tracked by Wall St. Rank hold ICF as of Q1 2023.

  • Kesler Norman & Wride reported no remaining iShares Select U.S. REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Kesler Norman & Wride sold 6,732 iShares Select U.S. REIT ETF shares in Q1 2023, an estimated $369K.
  • Kesler Norman & Wride first reported a position in iShares Select U.S. REIT ETF in Q2 2022 and held it in 3 quarters.
  • Kesler Norman & Wride's iShares Select U.S. REIT ETF position peaked at $3.03M in Q3 2022.
  • 347 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2023.

Based on Kesler Norman & Wride's 13F filing for Q1 2023, filed 11 Apr 2023.