Wealthspire Advisors (Maryland)’s iShares Select U.S. REIT ETF ICF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-200	Closed	-$11K	–	1164
2019 Q1	$11K	Hold	200	–	–	﹤0.01%	1487
2018 Q4	$10K	Hold	200	–	–	﹤0.01%	1464
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	1519
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	1539
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	1612
2017 Q4	$10K	Sell	200 -64	-24%	-$3.26K	﹤0.01%	1583
2017 Q3	$13K	Hold	264	–	–	﹤0.01%	1472
2017 Q2	$13K	Buy	264 +64	+32%	+$3.23K	﹤0.01%	1434
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	1341
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	1222
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	1247
2016 Q2	$11K	Hold	200	–	–	﹤0.01%	1181
2016 Q1	$10K	Hold	200	–	–	﹤0.01%	1182
2015 Q4	$10K	Buy	+200	New	+$9.71K	﹤0.01%	1193

Other funds holding ICF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Wealthspire Advisors (Maryland)'s ICF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2019, closing a stake of 200 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in ICF in Q4 2015 and held it in 14 quarters. The position peaked at $13K in Q3 2017. 302 funds tracked by Wall St. Rank hold ICF as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares Select U.S. REIT ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 200 iShares Select U.S. REIT ETF shares in Q2 2019, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in iShares Select U.S. REIT ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares Select U.S. REIT ETF position peaked at $13K in Q3 2017.
302 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.