MUFG Americas’s iShares Global REIT ETF REET Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-1,236	Closed	-$26K	–	646
2022 Q3	$26K	Hold	1,236	–	–	﹤0.01%	581
2022 Q2	$30K	Sell	1,236 -185	-13%	-$4.92K	﹤0.01%	563
2022 Q1	$42K	Hold	1,421	–	–	﹤0.01%	561
2021 Q4	$43K	Hold	1,421	–	–	﹤0.01%	584
2021 Q3	$39K	Buy	1,421 +1,185	+502%	+$34K	﹤0.01%	560
2021 Q2	$7K	Hold	236	–	–	﹤0.01%	624
2021 Q1	$6K	Hold	236	–	–	﹤0.01%	641
2020 Q4	$6K	Hold	236	–	–	﹤0.01%	651
2020 Q3	$5K	Hold	236	–	–	﹤0.01%	629
2020 Q2	$5K	Hold	236	–	–	﹤0.01%	646
2020 Q1	$5K	Hold	236	–	–	﹤0.01%	670
2019 Q4	$7K	Hold	236	–	–	﹤0.01%	698
2019 Q3	$7K	Hold	236	–	–	﹤0.01%	712
2019 Q2	$6K	Hold	236	–	–	﹤0.01%	725
2019 Q1	$6K	Buy	+236	New	+$6.08K	﹤0.01%	836

Other funds holding REET

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return