MG
ICF icon

Mather Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Mather Group’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
2026
Q1 		$555K Buy
8,966
+3,264
+57% +$205K 0.01% 463
2025
Q4 		$340K Hold
5,702
– – ﹤0.01% 491
2025
Q3 		$351K Hold
5,702
– – ﹤0.01% 473
2025
Q2 		$349K Sell
5,702
-2,828
-33% -$171K ﹤0.01% 464
2025
Q1 		$525K Buy
8,530
+989
+13% +$60.5K 0.01% 371
2024
Q4 		$454K Buy
7,541
+126
+2% +$8.04K 0.01% 380
2024
Q3 		$489K Sell
7,415
-1,443
-16% -$90.1K 0.01% 371
2024
Q2 		$511K Buy
8,858
+4,034
+84% +$224K 0.01% 410
2024
Q1 		$283K Hold
4,824
– – ﹤0.01% 451
2023
Q4 		$283K Sell
4,824
-35
-0.7% -$1.85K ﹤0.01% 462
2023
Q3 		$244K Buy
4,859
+35
+0.7% +$1.91K ﹤0.01% 484
2023
Q2 		$268K Hold
4,824
– – ﹤0.01% 477
2023
Q1 		$268K Hold
4,824
– – ﹤0.01% 425
2022
Q4 		$265K Hold
4,824
– – 0.01% 407
2022
Q3 		$259K Hold
4,824
– – 0.01% 402
2022
Q2 		$293K Buy
+4,824
New +$317K 0.01% 315

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return