M&R Capital Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

M&R 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
2024 Q1	–	Sell	-166	Closed	-$9.75K	–	591
2023 Q4	$9.75K	Hold	166	–	–	﹤0.01%	401
2023 Q3	$8.33K	Hold	166	–	–	﹤0.01%	404
2023 Q2	$9.22K	Hold	166	–	–	﹤0.01%	394
2023 Q1	$9.22K	Sell	166 -70	-30%	-$3.98K	﹤0.01%	384
2022 Q4	$12.9K	Buy	+236	New	+$12.9K	﹤0.01%	335

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&R Capital Management's ICF Position: Q1 2024 in Review

M&R Capital Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2024, closing a stake of 166 shares — an estimated $9.75K sold.

M&R Capital Management first reported a position in ICF in Q4 2022 and held it in 5 quarters. The position peaked at $12.9K in Q4 2022. 337 funds tracked by Wall St. Rank hold ICF as of Q1 2024.

M&R Capital Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 166 iShares Select U.S. REIT ETF shares in Q1 2024, an estimated $9.75K.
M&R Capital Management first reported a position in iShares Select U.S. REIT ETF in Q4 2022 and held it in 5 quarters.
M&R Capital Management's iShares Select U.S. REIT ETF position peaked at $12.9K in Q4 2022.
337 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.