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

Personal Wealth 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
2021
Q3 		– Sell
-122
Closed -$8K – 215
2021
Q2 		$8K Buy
+122
New +$7.67K ﹤0.01% 288
2020
Q1 		– Sell
-1,272
Closed -$74K – 296
2019
Q4 		$74K Hold
1,272
– – 0.03% 123
2019
Q3 		$76K Hold
1,272
– – 0.04% 124
2019
Q2 		$72K Buy
+1,272
New +$71.4K 0.03% 110

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Personal Wealth Partners's ICF Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2021, closing a stake of 122 shares — an estimated $8K sold.

Personal Wealth Partners first reported a position in ICF in Q2 2019 and held it in 4 quarters. The position peaked at $76K in Q3 2019. 355 funds tracked by Wall St. Rank hold ICF as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares Select U.S. REIT ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 122 iShares Select U.S. REIT ETF shares in Q3 2021, an estimated $8K.
  • Personal Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's iShares Select U.S. REIT ETF position peaked at $76K in Q3 2019.
  • 355 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.