MFC
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Morris Financial Concepts’s iShares Global REIT ETF REET Stock Holding History

Morris Financial Concepts’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
2026
Q1 		$1.3M Buy
51,776
+1,180
+2% +$30.6K 0.44% 41
2025
Q4 		$1.26M Sell
50,596
-433
-0.8% -$10.9K 0.44% 41
2025
Q3 		$1.3M Buy
51,029
+545
+1% +$13.7K 0.47% 41
2025
Q2 		$1.25M Sell
50,484
-670
-1% -$16.2K 0.5% 38
2025
Q1 		$1.24M Buy
51,154
+998
+2% +$24.3K 0.52% 33
2024
Q4 		$1.2M Sell
50,156
-5,472
-10% -$140K 0.52% 34
2024
Q3 		$1.48M Sell
55,628
-2,425
-4% -$61.3K 0.64% 28
2024
Q2 		$1.35M Buy
58,053
+3,192
+6% +$73K 0.65% 29
2024
Q1 		$1.3M Sell
54,861
-1,189
-2% -$27.8K 0.66% 28
2023
Q4 		$1.36M Sell
56,050
-3,897
-7% -$85.2K 0.77% 26
2023
Q3 		$1.27M Buy
59,947
+9,112
+18% +$209K 0.84% 26
2023
Q2 		$1.17M Buy
50,835
+7,705
+18% +$176K 0.75% 26
2023
Q1 		$989K Buy
43,130
+1,697
+4% +$40.1K 0.7% 27
2022
Q4 		$941K Buy
41,433
+3,250
+9% +$72.5K 0.76% 27
2022
Q3 		$812K Buy
38,183
+1,436
+4% +$35.4K 0.84% 23
2022
Q2 		$889K Sell
36,747
-564
-2% -$15K 0.85% 23
2022
Q1 		$1.09M Sell
37,311
-58
-0.2% -$1.66K 0.91% 22
2021
Q4 		$1.14M Buy
+37,369
New +$1.09M 0.95% 22

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return