Wealthstreet Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-5,000	Closed	-$289K	–	200
2021 Q1	$289K	Hold	5,000	–	–	0.03%	320
2020 Q4	$269K	Sell	5,000 -70	-1%	-$3.71K	0.03%	309
2020 Q3	$259K	Hold	5,070	–	–	0.03%	293
2020 Q2	$256K	Hold	5,070	–	–	0.03%	290
2020 Q1	$232K	Hold	5,070	–	–	0.03%	269
2019 Q4	$297K	Hold	5,070	–	–	0.03%	293
2019 Q3	$303K	Hold	5,070	–	–	0.04%	277
2019 Q2	$286K	Hold	5,070	–	–	0.04%	287
2019 Q1	$282K	Hold	5,070	–	–	0.04%	288
2018 Q4	$261K	Sell	5,070 -28,890	-85%	-$1.44M	0.04%	281
2018 Q3	$1.7M	Sell	33,960 -1,302	-4%	-$66K	0.21%	106
2018 Q2	$1.76M	Sell	35,262 -2,334	-6%	-$111K	0.23%	105
2018 Q1	$1.75M	Sell	37,596 -1,468	-4%	-$68.8K	0.22%	109
2017 Q4	$1.98M	Buy	+39,064	New	+$1.99M	0.24%	100

Other funds holding ICF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Wealthstreet Investment Advisors's ICF Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2021, closing a stake of 5,000 shares — an estimated $289K sold.

Wealthstreet Investment Advisors first reported a position in ICF in Q4 2017 and held it in 14 quarters. The position peaked at $1.98M in Q4 2017. 345 funds tracked by Wall St. Rank hold ICF as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 5,000 iShares Select U.S. REIT ETF shares in Q2 2021, an estimated $289K.
Wealthstreet Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's iShares Select U.S. REIT ETF position peaked at $1.98M in Q4 2017.
345 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.