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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.3M Buy
2025
Q2
$1.25M Sell
2025
Q1
$1.24M Buy
2024
Q4
$1.2M Sell
2024
Q3
$1.48M Sell
2024
Q2
$1.35M Buy
2024
Q1
$1.3M Sell
2023
Q4
$1.36M Sell
2023
Q3
$1.27M Buy
2023
Q2
$1.17M Buy
2023
Q1
$989K Buy
2022
Q4
$941K Buy
2022
Q3
$812K Buy
2022
Q2
$889K Sell
2022
Q1
$1.09M Sell
2021
Q4
$1.14M Buy