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Personal CFO Solutions’s iShares Select U.S. REIT ETF ICF Stock Holding History

Personal CFO Solutions’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
2020
Q3 		– Sell
-30,048
Closed -$1.52M – 226
2020
Q2 		$1.52M Buy
30,048
+3,992
+15% +$197K 0.45% 52
2020
Q1 		$1.19M Buy
26,056
+9,558
+58% +$535K 0.43% 51
2019
Q4 		$965K Buy
+16,498
New +$970K 0.28% 78

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Personal CFO Solutions's ICF Position: Q3 2020 in Review

Personal CFO Solutions sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2020, closing a stake of 30,048 shares — an estimated $1.52M sold.

Personal CFO Solutions first reported a position in ICF in Q4 2019 and held it in 3 quarters. The position peaked at $1.52M in Q2 2020. 293 funds tracked by Wall St. Rank hold ICF as of Q3 2020.

  • Personal CFO Solutions reported no remaining iShares Select U.S. REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 30,048 iShares Select U.S. REIT ETF shares in Q3 2020, an estimated $1.52M.
  • Personal CFO Solutions first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and held it in 3 quarters.
  • Personal CFO Solutions's iShares Select U.S. REIT ETF position peaked at $1.52M in Q2 2020.
  • 293 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2020.

Based on Personal CFO Solutions's 13F filing for Q3 2020, filed 2 Nov 2020.