TCI Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-839	Closed	-$46.6K	–	1132
2023 Q1	$46.6K	Sell	839 -79	-9%	-$4.49K	0.01%	450
2022 Q4	$50.4K	Hold	918	–	–	0.01%	409
2022 Q3	$49K	Hold	918	–	–	0.01%	369
2022 Q2	$56K	Buy	918 +685	+294%	+$45K	0.01%	344
2022 Q1	$17K	Hold	233	–	–	﹤0.01%	768
2021 Q4	$18K	Buy	233 +1	+0.4%	+$71	﹤0.01%	759
2021 Q3	$15K	Hold	232	–	–	﹤0.01%	821
2021 Q2	$15K	Buy	232 +2	+0.9%	+$126	﹤0.01%	715
2021 Q1	$13K	Hold	230	–	–	0.01%	711
2020 Q4	$12K	Hold	230	–	–	0.01%	600
2020 Q3	$12K	Sell	230 -58	-20%	-$3K	﹤0.01%	541
2020 Q2	$15K	Buy	288 +4	+1%	+$197	0.01%	496
2020 Q1	$13K	Hold	284	–	–	0.01%	520
2019 Q4	$17K	Buy	284 +4	+1%	+$235	0.01%	581
2019 Q3	$17K	Hold	280	–	–	0.01%	523
2019 Q2	$16K	Buy	280 +2	+0.7%	+$112	0.01%	516
2019 Q1	$15K	Buy	278 +2	+0.7%	+$105	0.01%	551
2018 Q4	$13K	Buy	276 +4	+1%	+$199	0.01%	568
2018 Q3	$14K	Sell	272 -198	-42%	-$10K	0.01%	575
2018 Q2	$23K	Sell	470 -100	-18%	-$4.75K	0.01%	456
2018 Q1	$27K	Buy	570 +162	+40%	+$7.6K	0.01%	427
2017 Q4	$21K	Sell	408 -126	-24%	-$6.41K	0.01%	485
2017 Q3	$27K	Buy	534 +2	+0.4%	+$101	0.01%	411
2017 Q2	$27K	Hold	532	–	–	0.01%	406
2017 Q1	$27K	Buy	532 +2	+0.4%	+$100	0.01%	401
2016 Q4	$26K	Buy	530 +6	+1%	+$294	0.01%	439
2016 Q3	$27K	Hold	524	–	–	0.01%	390
2016 Q2	$28K	Buy	524 +2	+0.4%	+$103	0.02%	376
2016 Q1	$27K	Buy	522 +4	+0.8%	+$193	0.02%	387
2015 Q4	$26K	Buy	518 +4	+0.8%	+$194	0.01%	395
2015 Q3	$24K	Buy	514 +2	+0.4%	+$93	0.01%	374
2015 Q2	$23K	Buy	512 +2	+0.4%	+$96	0.01%	375
2015 Q1	$26K	Sell	510 -52	-9%	-$2.65K	0.02%	326
2014 Q4	$27K	Buy	562 +2	+0.4%	+$93	0.02%	319
2014 Q3	$24K	Buy	560 +2	+0.4%	+$88	0.02%	311
2014 Q2	$24K	Buy	558 +2	+0.4%	+$86	0.01%	326
2014 Q1	$23K	Buy	556 +306	+122%	+$12.2K	0.02%	312
2013 Q4	$9K	Sell	250 -16	-6%	-$619	0.01%	443
2013 Q3	$10K	Hold	266	–	–	0.01%	375
2013 Q2	$11K	Buy	+266	New	+$11.3K	0.01%	361

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CFB

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCI Wealth Advisors's ICF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2023, closing a stake of 839 shares — an estimated $46.6K sold.

TCI Wealth Advisors first reported a position in ICF in Q2 2013 and held it in 40 quarters. The position peaked at $56K in Q2 2022. 335 funds tracked by Wall St. Rank hold ICF as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 839 iShares Select U.S. REIT ETF shares in Q2 2023, an estimated $46.6K.
TCI Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 40 quarters.
TCI Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $56K in Q2 2022.
335 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.