Kore Private Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-1,454	Closed	-$73K	–	636
2020 Q2	$73K	Buy	1,454 +734	+102%	+$36.1K	0.01%	385
2020 Q1	$33K	Buy	720 +608	+543%	+$34K	0.01%	498
2019 Q4	$7K	Buy	+112	New	+$6.59K	﹤0.01%	804
2019 Q2	–	Sell	-46	Closed	-$3K	–	490
2019 Q1	$3K	Sell	46 -60	-57%	-$3.16K	﹤0.01%	822
2018 Q4	$5K	Buy	+106	New	+$5.29K	﹤0.01%	673

Other funds holding ICF

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

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

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

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

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

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

ANTB

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

Kore Private Wealth's ICF Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2020, closing a stake of 1,454 shares — an estimated $73K sold.

Kore Private Wealth first reported a position in ICF in Q4 2018 and held it in 5 quarters. The position peaked at $73K in Q2 2020. 293 funds tracked by Wall St. Rank hold ICF as of Q3 2020.

Kore Private Wealth reported no remaining iShares Select U.S. REIT ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,454 iShares Select U.S. REIT ETF shares in Q3 2020, an estimated $73K.
Kore Private Wealth first reported a position in iShares Select U.S. REIT ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares Select U.S. REIT ETF position peaked at $73K in Q2 2020.
293 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.