Squar Milner Financial Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-600	Closed	-$27K	–	434
2020 Q1	$27K	Hold	600	–	–	0.02%	427
2019 Q4	$35K	Buy	+600	New	+$35.3K	0.02%	446
2019 Q3	–	Sell	-600	Closed	-$34K	–	437
2019 Q2	$34K	Hold	600	–	–	0.02%	393
2019 Q1	$33K	Hold	600	–	–	0.02%	373
2018 Q4	$29K	Hold	600	–	–	0.03%	355
2018 Q3	$30K	Hold	600	–	–	0.03%	365
2018 Q2	$30K	Buy	+600	New	+$28.5K	0.03%	420

Other funds holding ICF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $10.1B AUM 29.18% 1-Year Est. Return

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

ANTB

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Squar Milner Financial Services's ICF Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2020, closing a stake of 600 shares — an estimated $27K sold.

Squar Milner Financial Services first reported a position in ICF in Q2 2018 and held it in 7 quarters. The position peaked at $35K in Q4 2019. 301 funds tracked by Wall St. Rank hold ICF as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Select U.S. REIT ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 600 iShares Select U.S. REIT ETF shares in Q2 2020, an estimated $27K.
Squar Milner Financial Services first reported a position in iShares Select U.S. REIT ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares Select U.S. REIT ETF position peaked at $35K in Q4 2019.
301 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.