tru Independence’s iShares Select U.S. REIT ETF ICF Stock Holding History

tru Independence’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 Q4	–	Sell	-1,770	Closed	-$90K	–	787
2020 Q3	$90K	Buy	+1,770	New	+$91.6K	0.03%	186
2020 Q1	–	Sell	-1,900	Closed	-$87K	–	793
2019 Q4	$87K	Buy	+1,900	New	+$112K	0.01%	319

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

tru Independence's ICF Position: Q4 2020 in Review

tru Independence sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2020, closing a stake of 1,770 shares — an estimated $90K sold.

tru Independence first reported a position in ICF in Q4 2019 and held it in 2 quarters. The position peaked at $90K in Q3 2020. 337 funds tracked by Wall St. Rank hold ICF as of Q4 2020.

tru Independence reported no remaining iShares Select U.S. REIT ETF position as of Q4 2020 after selling out during the quarter.
tru Independence sold 1,770 iShares Select U.S. REIT ETF shares in Q4 2020, an estimated $90K.
tru Independence first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and held it in 2 quarters.
tru Independence's iShares Select U.S. REIT ETF position peaked at $90K in Q3 2020.
337 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.