Oxford Financial Group’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.4M Sell
2025
Q2
$1.39M Buy
2025
Q1
$1.35M Hold
2024
Q4
$1.33M Sell
2024
Q3
$67.9M Sell
2024
Q2
$60.7M Buy
2024
Q1
$60.5M Sell
2023
Q4
$61.9M Buy
2023
Q3
$5.56M Sell
2023
Q2
$7.35M Sell
2023
Q1
$10.3M Sell
2022
Q4
$10.4M Buy
2022
Q3
$2.7M Sell
2022
Q2
$7.42M Buy
2022
Q1
$4.04M Sell
2021
Q4
$4.57M Sell
2021
Q3
$4.31M Sell
2021
Q2
$4.62M Buy
2021
Q1
$4.22M Buy
2020
Q4
$3.91M Buy
2020
Q3
$812K Hold
2020
Q2
$806K Buy