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Pure Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Pure Financial Advisors’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
-4,758
Closed -$289K – 238
2022
Q2 		$289K Buy
+4,758
New +$313K 0.02% 192

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pure Financial Advisors's ICF Position: Q3 2022 in Review

Pure Financial Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2022, closing a stake of 4,758 shares — an estimated $289K sold.

Pure Financial Advisors first reported a position in ICF in Q2 2022 and held it in 1 quarter. The position peaked at $289K in Q2 2022. 351 funds tracked by Wall St. Rank hold ICF as of Q3 2022.

  • Pure Financial Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Pure Financial Advisors sold 4,758 iShares Select U.S. REIT ETF shares in Q3 2022, an estimated $289K.
  • Pure Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2022 and held it in 1 quarter.
  • Pure Financial Advisors's iShares Select U.S. REIT ETF position peaked at $289K in Q2 2022.
  • 351 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2022.

Based on Pure Financial Advisors's 13F filing for Q3 2022, filed 6 Oct 2022.