Patriot Financial Group Insurance Agency’s iShares Select U.S. REIT ETF ICF Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-13	Closed	-$1K	–	1093
2022 Q2	$1K	Buy	+13	New	+$854	﹤0.01%	1902
2020 Q2	–	Sell	-200	Closed	-$9K	–	1733
2020 Q1	$9K	Buy	+200	New	+$11.2K	﹤0.01%	885
2018 Q2	–	Sell	-80	Closed	-$4K	–	730
2018 Q1	$4K	Hold	80	–	–	﹤0.01%	770
2017 Q4	$4K	Hold	80	–	–	﹤0.01%	768
2017 Q3	$4K	Hold	80	–	–	﹤0.01%	735
2017 Q2	$4K	Hold	80	–	–	﹤0.01%	716
2017 Q1	$4K	Hold	80	–	–	﹤0.01%	665
2016 Q4	$4K	Buy	+80	New	+$3.93K	0.01%	597

Other funds holding ICF

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

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

Patriot Financial Group Insurance Agency's ICF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in ICF in Q4 2016 and held it in 8 quarters. The position peaked at $9K in Q1 2020. 351 funds tracked by Wall St. Rank hold ICF as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Select U.S. REIT ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 13 iShares Select U.S. REIT ETF shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in iShares Select U.S. REIT ETF in Q4 2016 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's iShares Select U.S. REIT ETF position peaked at $9K in Q1 2020.
351 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.