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MGO Private Wealth’s iShares Global REIT ETF REET Stock Holding History

MGO Private Wealth’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-53,893
Closed -$1.22M – 113
2022
Q4 		$1.22M Buy
+53,893
New +$1.2M 0.56% 42

Other funds holding REET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

MGO Private Wealth's REET Position: Q1 2023 in Review

MGO Private Wealth sold out of iShares Global REIT ETF (REET) in Q1 2023, closing a stake of 53,893 shares — an estimated $1.22M sold.

MGO Private Wealth first reported a position in REET in Q4 2022 and held it in 1 quarter. The position peaked at $1.22M in Q4 2022. 250 funds tracked by Wall St. Rank hold REET as of Q1 2023.

  • MGO Private Wealth reported no remaining iShares Global REIT ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 53,893 iShares Global REIT ETF shares in Q1 2023, an estimated $1.22M.
  • MGO Private Wealth first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 1 quarter.
  • MGO Private Wealth's iShares Global REIT ETF position peaked at $1.22M in Q4 2022.
  • 250 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.