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MFA Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

MFA Wealth Advisors’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
2020
Q3 		– Sell
-338
Closed -$17K – 118
2020
Q2 		$17K Buy
+338
New +$16.6K 0.01% 127

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

MFA Wealth Advisors's ICF Position: Q3 2020 in Review

MFA Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2020, closing a stake of 338 shares — an estimated $17K sold.

MFA Wealth Advisors first reported a position in ICF in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 293 funds tracked by Wall St. Rank hold ICF as of Q3 2020.

  • MFA Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q3 2020 after selling out during the quarter.
  • MFA Wealth Advisors sold 338 iShares Select U.S. REIT ETF shares in Q3 2020, an estimated $17K.
  • MFA Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2020 and held it in 1 quarter.
  • MFA Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $17K in Q2 2020.
  • 293 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.