Nikulski Financial’s iShares Select U.S. REIT ETF ICF Stock Holding History

Nikulski Financial’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
2022 Q4	–	Sell	-10,323	Closed	-$554K	–	124
2022 Q3	$554K	Sell	10,323 -5	-0%	-$311	0.29%	76
2022 Q2	$628K	Buy	+10,328	New	+$679K	0.31%	68
2020 Q2	–	Sell	-8,192	Closed	-$375K	–	105
2020 Q1	$375K	Buy	+8,192	New	+$459K	0.33%	60

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Nikulski Financial's ICF Position: Q4 2022 in Review

Nikulski Financial sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2022, closing a stake of 10,323 shares — an estimated $554K sold.

Nikulski Financial first reported a position in ICF in Q1 2020 and held it in 3 quarters. The position peaked at $628K in Q2 2022. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

Nikulski Financial reported no remaining iShares Select U.S. REIT ETF position as of Q4 2022 after selling out during the quarter.
Nikulski Financial sold 10,323 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $554K.
Nikulski Financial first reported a position in iShares Select U.S. REIT ETF in Q1 2020 and held it in 3 quarters.
Nikulski Financial's iShares Select U.S. REIT ETF position peaked at $628K in Q2 2022.
359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Nikulski Financial's 13F filing for Q4 2022, filed 25 Jan 2023.