SigFig Wealth Management’s iShares Global REIT ETF REET Stock Holding History

SigFig Wealth Management’s Portfolio REET Stock Details REET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,006,455	Closed	-$26.8M	–	47
2019 Q2	$26.8M	Buy	1,006,455 +123,361	+14%	+$3.3M	4.18%	6
2019 Q1	$23.6M	Buy	883,094 +102,298	+13%	+$2.63M	4.18%	6
2018 Q4	$18.4M	Buy	780,796 +90,096	+13%	+$2.22M	3.91%	9
2018 Q3	$17.4M	Buy	690,700 +178,468	+35%	+$4.62M	3.6%	10
2018 Q2	$13.1M	Buy	+512,232	New	+$12.8M	3.38%	10
2018 Q1	–	Sell	-101,377	Closed	-$2.65M	–	40
2017 Q4	$2.65M	Buy	101,377 +89,881	+782%	+$2.32M	1.26%	19
2017 Q3	$294K	Buy	+11,496	New	+$296K	0.2%	26

Other funds holding REET

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SigFig Wealth Management's REET Position: Q3 2019 in Review

SigFig Wealth Management sold out of iShares Global REIT ETF (REET) in Q3 2019, closing a stake of 1,006,455 shares — an estimated $26.8M sold.

SigFig Wealth Management first reported a position in REET in Q3 2017 and held it in 7 quarters. The position peaked at $26.8M in Q2 2019. 144 funds tracked by Wall St. Rank hold REET as of Q3 2019.

SigFig Wealth Management reported no remaining iShares Global REIT ETF position as of Q3 2019 after selling out during the quarter.
SigFig Wealth Management sold 1,006,455 iShares Global REIT ETF shares in Q3 2019, an estimated $26.8M.
SigFig Wealth Management first reported a position in iShares Global REIT ETF in Q3 2017 and held it in 7 quarters.
SigFig Wealth Management's iShares Global REIT ETF position peaked at $26.8M in Q2 2019.
144 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2019.

Based on SigFig Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.