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

RWA 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
2018 Q3	–	Sell	-400	Closed	-$20K	–	457
2018 Q2	$20K	Sell	400 -462	-54%	-$22K	﹤0.01%	537
2018 Q1	$40K	Buy	+862	New	+$40.4K	0.01%	360

Other funds holding ICF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CFB

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

RWA Wealth Partners's ICF Position: Q3 2018 in Review

RWA Wealth Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2018, closing a stake of 400 shares — an estimated $20K sold.

RWA Wealth Partners first reported a position in ICF in Q1 2018 and held it in 2 quarters. The position peaked at $40K in Q1 2018. 285 funds tracked by Wall St. Rank hold ICF as of Q3 2018.

RWA Wealth Partners reported no remaining iShares Select U.S. REIT ETF position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 400 iShares Select U.S. REIT ETF shares in Q3 2018, an estimated $20K.
RWA Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's iShares Select U.S. REIT ETF position peaked at $40K in Q1 2018.
285 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.