MI
ICF icon

Moneywise Inc’s iShares Select U.S. REIT ETF ICF Stock Holding History

Moneywise Inc’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
2022
Q4 		– Sell
-10,183
Closed -$546K – 49
2022
Q3 		$546K Sell
10,183
-5,571
-35% -$346K 0.45% 28
2022
Q2 		$957K Sell
15,754
-2,637
-14% -$173K 0.75% 24
2022
Q1 		$1.31M Sell
18,391
-5,861
-24% -$404K 0.86% 22
2021
Q4 		$1.84M Sell
24,252
-6,037
-20% -$427K 1.19% 19
2021
Q3 		$1.98M Buy
30,289
+1,084
+4% +$74.2K 1.29% 18
2021
Q2 		$1.91M Sell
29,205
-1,672
-5% -$105K 1.3% 19
2021
Q1 		$1.78M Sell
30,877
-3,410
-10% -$188K 1.2% 18
2020
Q4 		$1.85M Sell
34,287
-14,747
-30% -$781K 1.32% 18
2020
Q3 		$2.5M Sell
49,034
-1,844
-4% -$95.4K 1.99% 17
2020
Q2 		$2.57M Buy
50,878
+15,548
+44% +$765K 2.06% 16
2020
Q1 		$1.62M Buy
35,330
+16,570
+88% +$928K 1.42% 20
2019
Q4 		$1.13M Buy
18,760
+9,318
+99% +$548K 0.85% 20
2019
Q3 		$567K Buy
9,442
+1,378
+17% +$80.6K 0.46% 20
2019
Q2 		$454K Buy
+8,064
New +$453K 0.35% 22

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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
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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Moneywise Inc's ICF Position: Q4 2022 in Review

Moneywise Inc sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2022, closing a stake of 10,183 shares — an estimated $546K sold.

Moneywise Inc first reported a position in ICF in Q2 2019 and held it in 14 quarters. The position peaked at $2.57M in Q2 2020. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

  • Moneywise Inc reported no remaining iShares Select U.S. REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Moneywise Inc sold 10,183 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $546K.
  • Moneywise Inc first reported a position in iShares Select U.S. REIT ETF in Q2 2019 and held it in 14 quarters.
  • Moneywise Inc's iShares Select U.S. REIT ETF position peaked at $2.57M in Q2 2020.
  • 359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Moneywise Inc's 13F filing for Q4 2022, filed 30 Jan 2023.