SHFA
SC&H Financial Advisors’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
126,454
-782
| -0.6% | -$19.3K | 0.53% | 27 |
|
|
2025
Q1 | $3.09M | Sell |
127,236
-1,749
| -1% | -$42.4K | 0.61% | 26 |
|
|
2024
Q4 | $3.09M | Buy |
128,985
+1,669
| +1% | +$40K | 0.64% | 26 |
|
|
2024
Q3 | $3.4M | Buy |
127,316
+4,730
| +4% | +$126K | 0.74% | 22 |
|
|
2024
Q2 | $2.85M | Buy |
122,586
+8,173
| +7% | +$190K | 0.7% | 22 |
|
|
2024
Q1 | $2.71M | Sell |
114,413
-593
| -0.5% | -$14K | 0.71% | 23 |
|
|
2023
Q4 | $2.78M | Buy |
115,006
+17,837
| +18% | +$431K | 0.8% | 22 |
|
|
2023
Q3 | $2.06M | Buy |
97,169
+7,036
| +8% | +$149K | 0.68% | 26 |
|
|
2023
Q2 | $2.07M | Sell |
90,133
-3,799
| -4% | -$87.3K | 0.68% | 25 |
|
|
2023
Q1 | $2.15M | Sell |
93,932
-5,596
| -6% | -$128K | 0.79% | 24 |
|
|
2022
Q4 | $2.26M | Buy |
99,528
+6,515
| +7% | +$148K | 0.94% | 20 |
|
|
2022
Q3 | $1.98M | Buy |
93,013
+34,983
| +60% | +$744K | 0.99% | 21 |
|
|
2022
Q2 | $1.4M | Buy |
58,030
+22,949
| +65% | +$555K | 0.65% | 32 |
|
|
2022
Q1 | $1.03M | Sell |
35,081
-9,009
| -20% | -$263K | 0.49% | 46 |
|
|
2021
Q4 | $1.35M | Buy |
+44,090
| New | +$1.35M | 0.75% | 30 |
|