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

Tiedemann 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	-5,936	Closed	-$319K	–	245
2022 Q3	$319K	Hold	5,936	–	–	0.02%	182
2022 Q2	$361K	Hold	5,936	–	–	0.03%	175
2022 Q1	$422K	Sell	5,936 -1,252	-17%	-$86.2K	0.02%	200
2021 Q4	$548K	Hold	7,188	–	–	0.03%	184
2021 Q3	$470K	Sell	7,188 -4,900	-41%	-$336K	0.03%	197
2021 Q2	$791K	Buy	12,088 +1,252	+12%	+$78.7K	0.03%	190
2021 Q1	$626K	Buy	10,836 +5,936	+121%	+$327K	0.03%	196
2020 Q4	$265K	Hold	4,900	–	–	0.01%	271
2020 Q3	$251K	Hold	4,900	–	–	0.01%	278
2020 Q2	$248K	Hold	4,900	–	–	0.01%	263
2020 Q1	$224K	Sell	4,900 -58	-1%	-$3.25K	0.01%	265
2019 Q4	$290K	Sell	4,958 -84	-2%	-$4.94K	0.01%	249
2019 Q3	$303K	Buy	+5,042	New	+$295K	0.01%	257

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

ANTB

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

Tiedemann Advisors's ICF Position: Q4 2022 in Review

Tiedemann Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2022, closing a stake of 5,936 shares — an estimated $319K sold.

Tiedemann Advisors first reported a position in ICF in Q3 2019 and held it in 13 quarters. The position peaked at $791K in Q2 2021. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

Tiedemann Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q4 2022 after selling out during the quarter.
Tiedemann Advisors sold 5,936 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $319K.
Tiedemann Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2019 and held it in 13 quarters.
Tiedemann Advisors's iShares Select U.S. REIT ETF position peaked at $791K in Q2 2021.
359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Tiedemann Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.