SC&H Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.12M Sell
2025
Q1
$3.09M Sell
2024
Q4
$3.09M Buy
2024
Q3
$3.4M Buy
2024
Q2
$2.85M Buy
2024
Q1
$2.71M Sell
2023
Q4
$2.78M Buy
2023
Q3
$2.06M Buy
2023
Q2
$2.07M Sell
2023
Q1
$2.15M Sell
2022
Q4
$2.26M Buy
2022
Q3
$1.98M Buy
2022
Q2
$1.4M Buy
2022
Q1
$1.02M Sell
2021
Q4
$1.35M Buy