Morling Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Morling Financial 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
2026 Q2	$10.1K	Hold	150	–	–	﹤0.01%	112
2026 Q1	$9.28K	Hold	150	–	–	﹤0.01%	101
2025 Q4	$8.95K	Hold	150	–	–	﹤0.01%	96
2025 Q3	$9.24K	Hold	150	–	–	﹤0.01%	95
2025 Q2	$9.17K	Hold	150	–	–	﹤0.01%	94
2025 Q1	$9.23K	Hold	150	–	–	﹤0.01%	115
2024 Q4	$9.04K	Hold	150	–	–	﹤0.01%	112
2024 Q3	$9.89K	Hold	150	–	–	﹤0.01%	91
2024 Q2	$8.59K	Buy	+150	New	+$8.32K	﹤0.01%	82

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morling Financial Advisors's ICF Position: Q2 2026 in Review

Morling Financial Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 150 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #112.

Morling Financial Advisors first reported a position in ICF in Q2 2024 and has held it in 9 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Morling Financial Advisors held 150 shares of iShares Select U.S. REIT ETF worth $10.1K as of Q2 2026.
Morling Financial Advisors left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Morling Financial Advisors's portfolio in Q2 2026, its #112 holding.
Morling Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2024 and has held it in 9 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.