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

Total Clarity 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
2022 Q3	–	Sell	-65	Closed	-$4K	–	560
2022 Q2	$4K	Buy	+65	New	+$4.27K	﹤0.01%	843
2022 Q1	–	Sell	-65	Closed	-$5K	–	517
2021 Q4	$5K	Hold	65	–	–	﹤0.01%	804
2021 Q3	$4K	Buy	+65	New	+$4.45K	﹤0.01%	845
2021 Q2	–	Sell	-56	Closed	-$3K	–	418
2021 Q1	$3K	Buy	+56	New	+$3.09K	﹤0.01%	754
2020 Q1	–	Sell	-56	Closed	-$3K	–	317
2019 Q4	$3K	Buy	+56	New	+$3.29K	﹤0.01%	628

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

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

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

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

Total Clarity Wealth Management's ICF Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2022, closing a stake of 65 shares — an estimated $4K sold.

Total Clarity Wealth Management first reported a position in ICF in Q4 2019 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 351 funds tracked by Wall St. Rank hold ICF as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 65 iShares Select U.S. REIT ETF shares in Q3 2022, an estimated $4K.
Total Clarity Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's iShares Select U.S. REIT ETF position peaked at $5K in Q4 2021.
351 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.