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Morton Brown Family Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

Morton Brown Family Wealth’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
2025
Q4 		– Sell
-50
Closed -$3.08K – 302
2025
Q3 		$3.08K Buy
+50
New +$3.06K ﹤0.01% 229

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morton Brown Family Wealth's ICF Position: Q4 2025 in Review

Morton Brown Family Wealth sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2025, closing a stake of 50 shares — an estimated $3.08K sold.

Morton Brown Family Wealth first reported a position in ICF in Q3 2025 and held it in 1 quarter. The position peaked at $3.08K in Q3 2025. 357 funds tracked by Wall St. Rank hold ICF as of Q4 2025.

  • Morton Brown Family Wealth reported no remaining iShares Select U.S. REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 50 iShares Select U.S. REIT ETF shares in Q4 2025, an estimated $3.08K.
  • Morton Brown Family Wealth first reported a position in iShares Select U.S. REIT ETF in Q3 2025 and held it in 1 quarter.
  • Morton Brown Family Wealth's iShares Select U.S. REIT ETF position peaked at $3.08K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2025.

Based on Morton Brown Family Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.