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
2026 Q1	$1.16M	Sell	46,002 -370	-0.8%	-$9.61K	0.06%	92
2025 Q4	$1.16M	Sell	46,372 -8,480	-15%	-$214K	0.06%	83
2025 Q3	$1.4M	Sell	54,852 -1,500	-3%	-$37.6K	0.08%	70
2025 Q2	$1.39M	Buy	56,352 +738	+1%	+$17.9K	0.08%	64
2025 Q1	$1.35M	Hold	55,614	–	–	0.09%	61
2024 Q4	$1.33M	Sell	55,614 -2,487,646	-98%	-$63.5M	0.09%	72
2024 Q3	$67.9M	Sell	2,543,260 -66,640	-3%	-$1.69M	4.3%	8
2024 Q2	$60.7M	Buy	2,609,900 +54,306	+2%	+$1.24M	4%	8
2024 Q1	$60.5M	Sell	2,555,594 -4,214	-0.2%	-$98.6K	4.2%	7
2023 Q4	$61.9M	Buy	2,559,808 +2,297,209	+875%	+$50.2M	4.58%	7
2023 Q3	$5.56M	Sell	262,599 -57,287	-18%	-$1.31M	0.49%	29
2023 Q2	$7.35M	Sell	319,886 -128,917	-29%	-$2.94M	0.7%	20
2023 Q1	$10.3M	Sell	448,803 -9,190	-2%	-$217K	1.15%	17
2022 Q4	$10.4M	Buy	457,993 +331,019	+261%	+$7.38M	1.21%	17
2022 Q3	$2.7M	Sell	126,974 -180,026	-59%	-$4.44M	0.41%	29
2022 Q2	$7.42M	Buy	307,000 +168,654	+122%	+$4.49M	1.09%	15
2022 Q1	$4.04M	Sell	138,346 -10,780	-7%	-$308K	0.51%	25
2021 Q4	$4.57M	Sell	149,126 -8,236	-5%	-$241K	0.51%	27
2021 Q3	$4.31M	Sell	157,362 -9,144	-5%	-$262K	0.55%	25
2021 Q2	$4.62M	Buy	166,506 +930	+0.6%	+$25.4K	0.62%	24
2021 Q1	$4.22M	Buy	165,576 +2,004	+1%	+$49.5K	0.59%	24
2020 Q4	$3.91M	Buy	163,572 +124,965	+324%	+$2.82M	0.57%	24
2020 Q3	$812K	Hold	38,607	–	–	0.13%	70
2020 Q2	$806K	Buy	+38,607	New	+$781K	0.14%	65

Other funds holding REET