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Money Concepts Capital’s iShares Select U.S. REIT ETF ICF Stock Holding History

Money Concepts Capital’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
-10,734
Closed -$589K – 1625
2022
Q4 		$589K Buy
10,734
+10,554
+5,863% +$577K 0.03% 390
2022
Q3 		$10K Hold
180
– – ﹤0.01% 1051
2022
Q2 		$11K Sell
180
-410
-69% -$26.9K ﹤0.01% 1013
2022
Q1 		$42K Buy
590
+370
+168% +$25.5K ﹤0.01% 1305
2021
Q4 		$17K Buy
+220
New +$15.5K ﹤0.01% 654
2021
Q1 		$33K Hold
578
– – ﹤0.01% 598
2020
Q4 		$31K Buy
+578
New +$30.6K ﹤0.01% 555

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's ICF Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2023, closing a stake of 10,734 shares — an estimated $589K sold.

Money Concepts Capital first reported a position in ICF in Q4 2020 and held it in 7 quarters. The position peaked at $589K in Q4 2022. 347 funds tracked by Wall St. Rank hold ICF as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Select U.S. REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 10,734 iShares Select U.S. REIT ETF shares in Q1 2023, an estimated $589K.
  • Money Concepts Capital first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's iShares Select U.S. REIT ETF position peaked at $589K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.