Selective Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-1,327	Closed	-$71K	–	390
2022 Q3	$71K	Sell	1,327 -228	-15%	-$14.2K	0.03%	254
2022 Q2	$94K	Sell	1,555 -71	-4%	-$4.67K	0.03%	226
2022 Q1	$115K	Sell	1,626 -575	-26%	-$39.6K	0.04%	192
2021 Q4	$167K	Buy	2,201 +1,075	+95%	+$76K	0.07%	141
2021 Q3	$74K	Buy	+1,126	New	+$77.1K	0.04%	215

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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

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

CFB

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

ANTB

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

Selective Wealth Management's ICF Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2022, closing a stake of 1,327 shares — an estimated $71K sold.

Selective Wealth Management first reported a position in ICF in Q3 2021 and held it in 5 quarters. The position peaked at $167K in Q4 2021. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

Selective Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,327 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $71K.
Selective Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's iShares Select U.S. REIT ETF position peaked at $167K in Q4 2021.
359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.