Macroview Investment Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Macroview Investment 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 Q4	–	Sell	-173	Closed	-$11.4K	–	292
2024 Q3	$11.4K	Buy	173 +2	+1%	+$125	0.01%	219
2024 Q2	$9.82K	Hold	171	–	–	0.01%	237
2024 Q1	$9.85K	Buy	171 +33	+24%	+$1.88K	0.01%	258
2023 Q4	$8.1K	Buy	138 +3	+2%	+$159	0.01%	279
2023 Q3	$6.77K	Hold	135	–	–	0.01%	351
2023 Q2	$7.5K	Hold	135	–	–	0.01%	295
2023 Q1	$7.5K	Hold	135	–	–	0.01%	287
2022 Q4	$7.4K	Hold	135	–	–	0.01%	286
2022 Q3	$7K	Hold	135	–	–	0.01%	268
2022 Q2	$8K	Hold	135	–	–	0.01%	279
2022 Q1	$10K	Hold	135	–	–	0.01%	267
2021 Q4	$10K	Hold	135	–	–	0.01%	247
2021 Q3	$9K	Hold	135	–	–	0.01%	218
2021 Q2	$9K	Hold	135	–	–	0.01%	191
2021 Q1	$8K	Buy	135 +49	+57%	+$2.7K	0.01%	174
2020 Q4	$5K	Hold	86	–	–	0.01%	183
2020 Q3	$4K	Hold	86	–	–	0.01%	184
2020 Q2	$4K	Buy	+86	New	+$4.23K	0.01%	159

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

Macroview Investment Management's ICF Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2024, closing a stake of 173 shares — an estimated $11.4K sold.

Macroview Investment Management first reported a position in ICF in Q2 2020 and held it in 18 quarters. The position peaked at $11.4K in Q3 2024. 371 funds tracked by Wall St. Rank hold ICF as of Q4 2024.

Macroview Investment Management reported no remaining iShares Select U.S. REIT ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 173 iShares Select U.S. REIT ETF shares in Q4 2024, an estimated $11.4K.
Macroview Investment Management first reported a position in iShares Select U.S. REIT ETF in Q2 2020 and held it in 18 quarters.
Macroview Investment Management's iShares Select U.S. REIT ETF position peaked at $11.4K in Q3 2024.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.