Rehmann Capital Advisory Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Rehmann Capital Advisory Group’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
2023 Q1	–	Sell	-4,790	Closed	-$263K	–	560
2022 Q4	$263K	Sell	4,790 -827	-15%	-$45.2K	0.03%	447
2022 Q3	$301K	Sell	5,617 -495	-8%	-$30.8K	0.03%	375
2022 Q2	$371K	Sell	6,112 -1,614	-21%	-$106K	0.04%	332
2022 Q1	$549K	Buy	7,726 +400	+5%	+$27.5K	0.05%	292
2021 Q4	$557K	Sell	7,326 -872	-11%	-$61.6K	0.05%	297
2021 Q3	$536K	Sell	8,198 -173	-2%	-$11.8K	0.05%	305
2021 Q2	$536K	Buy	8,371 +399	+5%	+$25.1K	0.05%	292
2021 Q1	$461K	Buy	7,972 +3,850	+93%	+$212K	0.05%	300
2020 Q4	$222K	Buy	+4,122	New	+$218K	0.03%	447
2019 Q3	–	Sell	-2,800	Closed	-$158K	–	1867
2019 Q2	$158K	Buy	2,800 +2,716	+3,233%	+$153K	0.02%	485
2019 Q1	$4.67K	Sell	84 -2,620	-97%	-$138K	﹤0.01%	1550
2018 Q4	$129K	Buy	2,704 +2,620	+3,119%	+$131K	0.02%	336
2018 Q3	$4.2K	Hold	84	–	–	﹤0.01%	1598
2018 Q2	$4.2K	Sell	84 -392	-82%	-$18.6K	﹤0.01%	1589
2018 Q1	$22K	Buy	+476	New	+$22.3K	﹤0.01%	1043

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rehmann Capital Advisory Group's ICF Position: Q1 2023 in Review

Rehmann Capital Advisory Group sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2023, closing a stake of 4,790 shares — an estimated $263K sold.

Rehmann Capital Advisory Group first reported a position in ICF in Q1 2018 and held it in 15 quarters. The position peaked at $557K in Q4 2021. 347 funds tracked by Wall St. Rank hold ICF as of Q1 2023.

Rehmann Capital Advisory Group reported no remaining iShares Select U.S. REIT ETF position as of Q1 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 4,790 iShares Select U.S. REIT ETF shares in Q1 2023, an estimated $263K.
Rehmann Capital Advisory Group first reported a position in iShares Select U.S. REIT ETF in Q1 2018 and held it in 15 quarters.
Rehmann Capital Advisory Group's iShares Select U.S. REIT ETF position peaked at $557K in Q4 2021.
347 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.