Pacifica Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Pacifica Partners’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
2023 Q2	–	Sell	-1,122	Closed	-$61.6K	–	491
2023 Q1	$61.6K	Hold	1,122	–	–	0.04%	150
2022 Q4	$61.7K	Hold	1,122	–	–	0.04%	145
2022 Q3	$67K	Hold	1,122	–	–	0.05%	146
2022 Q2	$70K	Hold	1,122	–	–	0.05%	154
2022 Q1	$75K	Hold	1,122	–	–	0.05%	143
2021 Q4	$82K	Buy	+1,122	New	+$79.3K	0.05%	143

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

CCWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CFB

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pacifica Partners's ICF Position: Q2 2023 in Review

Pacifica Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2023, closing a stake of 1,122 shares — an estimated $61.6K sold.

Pacifica Partners first reported a position in ICF in Q4 2021 and held it in 6 quarters. The position peaked at $82K in Q4 2021. 335 funds tracked by Wall St. Rank hold ICF as of Q2 2023.

Pacifica Partners reported no remaining iShares Select U.S. REIT ETF position as of Q2 2023 after selling out during the quarter.
Pacifica Partners sold 1,122 iShares Select U.S. REIT ETF shares in Q2 2023, an estimated $61.6K.
Pacifica Partners first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 6 quarters.
Pacifica Partners's iShares Select U.S. REIT ETF position peaked at $82K in Q4 2021.
335 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2023.

Based on Pacifica Partners's 13F filing for Q2 2023, filed 17 Jul 2023.