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TRUADVICE’s iShares Global REIT ETF REET Stock Holding History

TRUADVICE’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18,309
Closed -$437K – 309
2020
Q4 		$437K Sell
18,309
-2,856
-13% -$64.3K 0.13% 154
2020
Q3 		$461K Buy
+21,165
New +$453K 0.19% 115

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Jones Financial Companies
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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

TRUADVICE's REET Position: Q1 2021 in Review

TRUADVICE sold out of iShares Global REIT ETF (REET) in Q1 2021, closing a stake of 18,309 shares — an estimated $437K sold.

TRUADVICE first reported a position in REET in Q3 2020 and held it in 2 quarters. The position peaked at $461K in Q3 2020. 203 funds tracked by Wall St. Rank hold REET as of Q1 2021.

  • TRUADVICE reported no remaining iShares Global REIT ETF position as of Q1 2021 after selling out during the quarter.
  • TRUADVICE sold 18,309 iShares Global REIT ETF shares in Q1 2021, an estimated $437K.
  • TRUADVICE first reported a position in iShares Global REIT ETF in Q3 2020 and held it in 2 quarters.
  • TRUADVICE's iShares Global REIT ETF position peaked at $461K in Q3 2020.
  • 203 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2021.

Based on TRUADVICE's 13F filing for Q1 2021, filed 30 Apr 2021.