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Teamwork Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Teamwork Financial 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
2022
Q4 		– Sell
-18,315
Closed -$983K – 207
2022
Q3 		$983K Sell
18,315
-1,705
-9% -$106K 0.21% 72
2022
Q2 		$1.22M Buy
20,020
+15,745
+368% +$1.03M 0.27% 71
2022
Q1 		$304K Buy
+4,275
New +$294K 0.06% 203

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Teamwork Financial Advisors's ICF Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2022, closing a stake of 18,315 shares — an estimated $983K sold.

Teamwork Financial Advisors first reported a position in ICF in Q1 2022 and held it in 3 quarters. The position peaked at $1.22M in Q2 2022. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

  • Teamwork Financial Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 18,315 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $983K.
  • Teamwork Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2022 and held it in 3 quarters.
  • Teamwork Financial Advisors's iShares Select U.S. REIT ETF position peaked at $1.22M in Q2 2022.
  • 359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.