Kiley Juergens Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Kiley Juergens Wealth 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
2018 Q4	–	Sell	-238	Closed	-$11K	–	309
2018 Q3	$11K	Hold	238	–	–	0.01%	454
2018 Q2	$11K	Buy	+238	New	+$11.3K	0.01%	419
2018 Q1	–	Sell	-238	Closed	-$12K	–	315
2017 Q4	$12K	Buy	+238	New	+$12.1K	0.01%	435

Other funds holding ICF

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

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

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

ANTB

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

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

CFB

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

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

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

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

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

Kiley Juergens Wealth Management's ICF Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2018, closing a stake of 238 shares — an estimated $11K sold.

Kiley Juergens Wealth Management first reported a position in ICF in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q4 2017. 302 funds tracked by Wall St. Rank hold ICF as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 238 iShares Select U.S. REIT ETF shares in Q4 2018, an estimated $11K.
Kiley Juergens Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's iShares Select U.S. REIT ETF position peaked at $12K in Q4 2017.
302 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.