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

True Link 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
Q1 		– Sell
-282
Closed -$21K – 193
2021
Q4 		$21K Buy
+282
New +$19.9K ﹤0.01% 564

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

True Link Financial Advisors's ICF Position: Q1 2022 in Review

True Link Financial Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2022, closing a stake of 282 shares — an estimated $21K sold.

True Link Financial Advisors first reported a position in ICF in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 399 funds tracked by Wall St. Rank hold ICF as of Q1 2022.

  • True Link Financial Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 282 iShares Select U.S. REIT ETF shares in Q1 2022, an estimated $21K.
  • True Link Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 1 quarter.
  • True Link Financial Advisors's iShares Select U.S. REIT ETF position peaked at $21K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.