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OneDigital Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

OneDigital Investment Advisors’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
Q2 		– Sell
-3,310
Closed -$235K – 757
2022
Q1 		$235K Buy
3,310
+18
+0.5% +$1.24K 0.01% 663
2021
Q4 		$250K Sell
3,292
-400
-11% -$28.3K 0.01% 649
2021
Q3 		$242K Sell
3,692
-240
-6% -$16.4K 0.01% 625
2021
Q2 		$257K Sell
3,932
-530
-12% -$33.3K 0.01% 597
2021
Q1 		$258K Sell
4,462
-1,126
-20% -$62.1K 0.01% 547
2020
Q4 		$301K Sell
5,588
-512
-8% -$27.1K 0.02% 485
2020
Q3 		$311K Sell
6,100
-124
-2% -$6.42K 0.02% 421
2020
Q2 		$314K Sell
6,224
-1,976
-24% -$97.3K 0.02% 432
2020
Q1 		$375K Sell
8,200
-854
-9% -$47.8K 0.03% 322
2019
Q4 		$530K Sell
9,054
-90
-1% -$5.29K 0.04% 291
2019
Q3 		$549K Buy
9,144
+70
+0.8% +$4.09K 0.05% 258
2019
Q2 		$511K Buy
9,074
+4,214
+87% +$237K 0.04% 249
2019
Q1 		$270K Sell
4,860
-20
-0.4% -$1.05K 0.04% 241
2018
Q4 		$234K Buy
4,880
+3,080
+171% +$154K 0.04% 239
2018
Q3 		$90K Hold
1,800
– – 0.02% 290
2018
Q2 		$90K Hold
1,800
– – 0.02% 359
2018
Q1 		$84K Hold
1,800
– – 0.02% 386
2017
Q4 		$91K Buy
+1,800
New +$91.6K 0.01% 364
2017
Q3 		– Sell
-1,800
Closed -$91K – 1089
2017
Q2 		$91K Buy
+1,800
New +$90.9K 0.03% 330

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

OneDigital Investment Advisors's ICF Position: Q2 2022 in Review

OneDigital Investment Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2022, closing a stake of 3,310 shares — an estimated $235K sold.

OneDigital Investment Advisors first reported a position in ICF in Q2 2017 and held it in 19 quarters. The position peaked at $549K in Q3 2019. 392 funds tracked by Wall St. Rank hold ICF as of Q2 2022.

  • OneDigital Investment Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,310 iShares Select U.S. REIT ETF shares in Q2 2022, an estimated $235K.
  • OneDigital Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2017 and held it in 19 quarters.
  • OneDigital Investment Advisors's iShares Select U.S. REIT ETF position peaked at $549K in Q3 2019.
  • 392 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2022.

Based on OneDigital Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.