RDA Financial Network’s iShares Global REIT ETF REET Stock Holding History

RDA Financial Network’s Portfolio REET Stock Details REET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-42,267	Closed	-$899K	–	222
2022 Q3	$899K	Buy	42,267 +846	+2%	+$20.8K	0.49%	65
2022 Q2	$1M	Buy	41,421 +3,626	+10%	+$96.5K	0.51%	61
2022 Q1	$1.1M	Buy	37,795 +2,005	+6%	+$57.3K	0.47%	60
2021 Q4	$1.1M	Buy	+35,790	New	+$1.05M	0.45%	64

Other funds holding REET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RDA Financial Network's REET Position: Q4 2022 in Review

RDA Financial Network sold out of iShares Global REIT ETF (REET) in Q4 2022, closing a stake of 42,267 shares — an estimated $899K sold.

RDA Financial Network first reported a position in REET in Q4 2021 and held it in 4 quarters. The position peaked at $1.1M in Q1 2022. 266 funds tracked by Wall St. Rank hold REET as of Q4 2022.

RDA Financial Network reported no remaining iShares Global REIT ETF position as of Q4 2022 after selling out during the quarter.
RDA Financial Network sold 42,267 iShares Global REIT ETF shares in Q4 2022, an estimated $899K.
RDA Financial Network first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 4 quarters.
RDA Financial Network's iShares Global REIT ETF position peaked at $1.1M in Q1 2022.
266 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2022.

Based on RDA Financial Network's 13F filing for Q4 2022, filed 10 Jan 2023.