Klingman & Associates’s iShares Select U.S. REIT ETF ICF Stock Holding History

Klingman & Associates’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
2024 Q4	–	Sell	-3,120	Closed	-$206K	–	265
2024 Q3	$206K	Buy	+3,120	New	+$195K	0.01%	255
2023 Q2	–	Sell	-4,052	Closed	-$225K	–	217
2023 Q1	$225K	Hold	4,052	–	–	0.02%	184
2022 Q4	$222K	Hold	4,052	–	–	0.02%	189
2022 Q3	$217K	Hold	4,052	–	–	0.02%	175
2022 Q2	$246K	Hold	4,052	–	–	0.02%	165
2022 Q1	$288K	Hold	4,052	–	–	0.02%	171
2021 Q4	$308K	Hold	4,052	–	–	0.03%	142
2021 Q3	$265K	Hold	4,052	–	–	0.02%	141
2021 Q2	$265K	Hold	4,052	–	–	0.03%	139
2021 Q1	$234K	Hold	4,052	–	–	0.02%	148
2020 Q4	$218K	Buy	+4,052	New	+$214K	0.03%	146

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Klingman & Associates's ICF Position: Q4 2024 in Review

Klingman & Associates sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2024, closing a stake of 3,120 shares — an estimated $206K sold.

Klingman & Associates first reported a position in ICF in Q4 2020 and held it in 11 quarters. The position peaked at $308K in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q4 2024.

Klingman & Associates reported no remaining iShares Select U.S. REIT ETF position as of Q4 2024 after selling out during the quarter.
Klingman & Associates sold 3,120 iShares Select U.S. REIT ETF shares in Q4 2024, an estimated $206K.
Klingman & Associates first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 11 quarters.
Klingman & Associates's iShares Select U.S. REIT ETF position peaked at $308K in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2024.

Based on Klingman & Associates's 13F filing for Q4 2024, filed 31 Jan 2025.