Waverly Advisors’s iShares Global REIT ETF REET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.72M	Hold	69,517	–	–	0.02%	520
2025 Q1	$1.69M	Sell	69,517 -1,316	-2%	-$31.9K	0.02%	511
2024 Q4	$1.7M	Buy	+70,833	New	+$1.7M	0.03%	414