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

Mosaic 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
2018
Q2 		– Sell
-408
Closed -$19K – 688
2018
Q1 		$19K Buy
+408
New +$19.1K 0.01% 440

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mosaic Family Wealth's ICF Position: Q2 2018 in Review

Mosaic Family Wealth sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2018, closing a stake of 408 shares — an estimated $19K sold.

Mosaic Family Wealth first reported a position in ICF in Q1 2018 and held it in 1 quarter. The position peaked at $19K in Q1 2018. 283 funds tracked by Wall St. Rank hold ICF as of Q2 2018.

  • Mosaic Family Wealth reported no remaining iShares Select U.S. REIT ETF position as of Q2 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 408 iShares Select U.S. REIT ETF shares in Q2 2018, an estimated $19K.
  • Mosaic Family Wealth first reported a position in iShares Select U.S. REIT ETF in Q1 2018 and held it in 1 quarter.
  • Mosaic Family Wealth's iShares Select U.S. REIT ETF position peaked at $19K in Q1 2018.
  • 283 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2018.

Based on Mosaic Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.