UBS AM’s iShares Select U.S. REIT ETF ICF Stock Holding History

UBS AM’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
2026 Q2	$327K	Sell	4,834 -885	-15%	-$59.5K	﹤0.01%	2620
2026 Q1	$354K	Buy	+5,719	New	+$358K	﹤0.01%	2628
2025 Q3	–	Sell	-8,862	Closed	-$542K	–	2425
2025 Q2	$542K	Buy	+8,862	New	+$537K	﹤0.01%	2476
2019 Q4	–	Sell	-2,090	Closed	-$125K	–	2655
2019 Q3	$125K	Hold	2,090	–	–	﹤0.01%	2640
2019 Q2	$118K	Hold	2,090	–	–	﹤0.01%	2625
2019 Q1	$116K	Hold	2,090	–	–	﹤0.01%	2555
2018 Q4	$100K	Hold	2,090	–	–	﹤0.01%	2517
2018 Q3	$105K	Hold	2,090	–	–	﹤0.01%	2528
2018 Q2	$104K	Hold	2,090	–	–	﹤0.01%	2555
2018 Q1	$97.5K	Hold	2,090	–	–	﹤0.01%	2458
2017 Q4	$106K	Hold	2,090	–	–	﹤0.01%	2395
2017 Q3	$105K	Hold	2,090	–	–	﹤0.01%	2361
2017 Q2	$106K	Hold	2,090	–	–	﹤0.01%	2332
2017 Q1	$104K	Sell	2,090 -372	-15%	-$18.6K	﹤0.01%	2296
2016 Q4	$123K	Buy	+2,462	New	+$121K	﹤0.01%	2215
2015 Q4	–	Sell	-7,500	Closed	-$347K	–	2706
2015 Q3	$347K	Buy	+7,500	New	+$349K	﹤0.01%	2213

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS AM's ICF Position: Q2 2026 in Review

UBS AM reduced its iShares Select U.S. REIT ETF (ICF) stake by 15% in Q2 2026, selling an estimated $59.5K and leaving 4,834 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

UBS AM first reported a position in ICF in Q3 2015 and has held it in 16 quarters since. The position peaked at $542K in Q2 2025. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

UBS AM held 4,834 shares of iShares Select U.S. REIT ETF worth $327K as of Q2 2026.
UBS AM sold 885 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $59.5K.
iShares Select U.S. REIT ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2620 holding.
UBS AM first reported a position in iShares Select U.S. REIT ETF in Q3 2015 and has held it in 16 quarters since.
UBS AM's iShares Select U.S. REIT ETF position peaked at $542K in Q2 2025.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.