Marshall Wace’s iShares Select U.S. REIT ETF ICF Stock Holding History

Marshall Wace’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
2023 Q1	–	Sell	-6,328	Closed	-$347K	–	2859
2022 Q4	$347K	Buy	+6,328	New	+$346K	﹤0.01%	2514
2022 Q2	–	Sell	-10,000	Closed	-$710K	–	3622
2022 Q1	$710K	Buy	+10,000	New	+$689K	﹤0.01%	2614

Other funds holding ICF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

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

Marshall Wace's ICF Position: Q1 2023 in Review

Marshall Wace sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2023, closing a stake of 6,328 shares — an estimated $347K sold.

Marshall Wace first reported a position in ICF in Q1 2022 and held it in 2 quarters. The position peaked at $710K in Q1 2022. 347 funds tracked by Wall St. Rank hold ICF as of Q1 2023.

Marshall Wace reported no remaining iShares Select U.S. REIT ETF position as of Q1 2023 after selling out during the quarter.
Marshall Wace sold 6,328 iShares Select U.S. REIT ETF shares in Q1 2023, an estimated $347K.
Marshall Wace first reported a position in iShares Select U.S. REIT ETF in Q1 2022 and held it in 2 quarters.
Marshall Wace's iShares Select U.S. REIT ETF position peaked at $710K in Q1 2022.
347 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2023.

Based on Marshall Wace's 13F filing for Q1 2023, filed 15 May 2023.