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Mosaic Financial Partners’s iShares Global REIT ETF REET Stock Holding History

Mosaic Financial Partners’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
2018
Q2 		$2.4M Sell
93,326
-2,012
-2% -$50.4K 1.57% 22
2018
Q1 		$2.34M Buy
+95,338
New +$2.36M 1.42% 26

Other funds holding REET

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mosaic Financial Partners's REET Position: Q2 2018 in Review

Mosaic Financial Partners reduced its iShares Global REIT ETF (REET) stake by 2.1% in Q2 2018, selling an estimated $50.4K and leaving 93,326 shares worth $2.4M. The position accounts for 1.57% of the portfolio, ranked #22.

Mosaic Financial Partners first reported a position in REET in Q1 2018 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold REET as of Q2 2018.

  • Mosaic Financial Partners held 93,326 shares of iShares Global REIT ETF worth $2.4M as of Q2 2018.
  • Mosaic Financial Partners sold 2,012 iShares Global REIT ETF shares in Q2 2018, an estimated $50.4K.
  • iShares Global REIT ETF made up 1.57% of Mosaic Financial Partners's portfolio in Q2 2018, its #22 holding.
  • Mosaic Financial Partners first reported a position in iShares Global REIT ETF in Q1 2018 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.