One Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

One Wealth Advisors’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
2019 Q2	–	Sell	-1,952	Closed	-$52K	–	397
2019 Q1	$52K	Buy	+1,952	New	+$50.3K	0.04%	232
2018 Q4	–	Sell	-1,267	Closed	-$33K	–	391
2018 Q3	$33K	Hold	1,267	–	–	0.03%	288
2018 Q2	$33K	Hold	1,267	–	–	0.03%	283
2018 Q1	$31K	Buy	1,267 +720	+132%	+$17.9K	0.03%	275
2017 Q4	$14K	Buy	+547	New	+$14.1K	0.01%	345

Other funds holding REET

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

One Wealth Advisors's REET Position: Q2 2019 in Review

One Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q2 2019, closing a stake of 1,952 shares — an estimated $52K sold.

One Wealth Advisors first reported a position in REET in Q4 2017 and held it in 5 quarters. The position peaked at $52K in Q1 2019. 134 funds tracked by Wall St. Rank hold REET as of Q2 2019.

One Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 1,952 iShares Global REIT ETF shares in Q2 2019, an estimated $52K.
One Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's iShares Global REIT ETF position peaked at $52K in Q1 2019.
134 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.