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Moody Lynn & Lieberson’s iShares Select U.S. REIT ETF ICF Stock Holding History

Moody Lynn & Lieberson’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
Q1 		– Sell
-2,710
Closed -$206K – 247
2021
Q4 		$206K Buy
+2,710
New +$192K 0.01% 226

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Moody Lynn & Lieberson's ICF Position: Q1 2022 in Review

Moody Lynn & Lieberson sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2022, closing a stake of 2,710 shares — an estimated $206K sold.

Moody Lynn & Lieberson first reported a position in ICF in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 399 funds tracked by Wall St. Rank hold ICF as of Q1 2022.

  • Moody Lynn & Lieberson reported no remaining iShares Select U.S. REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 2,710 iShares Select U.S. REIT ETF shares in Q1 2022, an estimated $206K.
  • Moody Lynn & Lieberson first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 1 quarter.
  • Moody Lynn & Lieberson's iShares Select U.S. REIT ETF position peaked at $206K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2022, filed 27 Apr 2022.