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

Soundmark 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
2021 Q4	–	Sell	-17,307	Closed	-$1.13M	–	63
2021 Q3	$1.13M	Hold	17,307	–	–	0.41%	33
2021 Q2	$1.14M	Hold	17,307	–	–	0.47%	27
2021 Q1	$1M	Hold	17,307	–	–	0.55%	27
2020 Q4	$932K	Buy	+17,307	New	+$916K	0.59%	26

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ANTB

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

Soundmark Wealth Management's ICF Position: Q4 2021 in Review

Soundmark Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2021, closing a stake of 17,307 shares — an estimated $1.13M sold.

Soundmark Wealth Management first reported a position in ICF in Q4 2020 and held it in 4 quarters. The position peaked at $1.14M in Q2 2021. 416 funds tracked by Wall St. Rank hold ICF as of Q4 2021.

Soundmark Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q4 2021 after selling out during the quarter.
Soundmark Wealth Management sold 17,307 iShares Select U.S. REIT ETF shares in Q4 2021, an estimated $1.13M.
Soundmark Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 4 quarters.
Soundmark Wealth Management's iShares Select U.S. REIT ETF position peaked at $1.14M in Q2 2021.
416 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2021.

Based on Soundmark Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.