Mariner Independent Advisor Network’s iShares Select U.S. REIT ETF ICF Stock Holding History

Mariner Independent Advisor Network’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
2021 Q1	–	Sell	-16,655	Closed	-$897K	–	441
2020 Q4	$897K	Buy	+16,655	New	+$881K	0.05%	299
2020 Q2	–	Sell	-24,146	Closed	-$1.07M	–	343
2020 Q1	$1.07M	Buy	+24,146	New	+$1.35M	0.1%	202
2019 Q4	–	Sell	-21,308	Closed	-$1.27M	–	381
2019 Q3	$1.27M	Sell	21,308 -7,172	-25%	-$420K	0.1%	223
2019 Q2	$1.6M	Buy	28,480 +774	+3%	+$43.5K	0.12%	183
2019 Q1	$1.53M	Buy	27,706 +1,168	+4%	+$61.5K	0.13%	170
2018 Q4	$1.3M	Buy	+26,538	New	+$1.32M	0.12%	193
2017 Q2	–	Sell	-18,228	Closed	-$909K	–	246
2017 Q1	$909K	Buy	+18,228	New	+$912K	0.11%	113
2015 Q1	–	Sell	-9,794	Closed	-$474K	–	117
2014 Q4	$474K	Buy	9,794 +36	+0.4%	+$1.68K	0.22%	82
2014 Q3	$412K	Sell	9,758 -36,900	-79%	-$1.63M	0.22%	73
2014 Q2	$2.04M	Buy	+46,658	New	+$2.01M	1%	29

Other funds holding ICF

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

ANTB

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

Mariner Independent Advisor Network's ICF Position: Q1 2021 in Review

Mariner Independent Advisor Network sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2021, closing a stake of 16,655 shares — an estimated $897K sold.

Mariner Independent Advisor Network first reported a position in ICF in Q2 2014 and held it in 10 quarters. The position peaked at $2.04M in Q2 2014. 332 funds tracked by Wall St. Rank hold ICF as of Q1 2021.

Mariner Independent Advisor Network reported no remaining iShares Select U.S. REIT ETF position as of Q1 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 16,655 iShares Select U.S. REIT ETF shares in Q1 2021, an estimated $897K.
Mariner Independent Advisor Network first reported a position in iShares Select U.S. REIT ETF in Q2 2014 and held it in 10 quarters.
Mariner Independent Advisor Network's iShares Select U.S. REIT ETF position peaked at $2.04M in Q2 2014.
332 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2021, filed 7 May 2021.