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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

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

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return