PWM
ICF icon

PRW Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-1,372
Closed -$76K – 347
2019
Q1 		$76K Hold
1,372
– – 0.07% 105
2018
Q4 		$66K Buy
+1,372
New +$68.4K 0.08% 115

Other funds holding ICF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

PRW Wealth Management's ICF Position: Q2 2019 in Review

PRW Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2019, closing a stake of 1,372 shares — an estimated $76K sold.

PRW Wealth Management first reported a position in ICF in Q4 2018 and held it in 2 quarters. The position peaked at $76K in Q1 2019. 302 funds tracked by Wall St. Rank hold ICF as of Q2 2019.

  • PRW Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 1,372 iShares Select U.S. REIT ETF shares in Q2 2019, an estimated $76K.
  • PRW Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's iShares Select U.S. REIT ETF position peaked at $76K in Q1 2019.
  • 302 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.