Weaver Consulting Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Weaver Consulting Group’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
2020 Q3	–	Sell	-134	Closed	-$7K	–	990
2020 Q2	$7K	Hold	134	–	–	﹤0.01%	602
2020 Q1	$6K	Sell	134 -100	-43%	-$5.6K	﹤0.01%	529
2019 Q4	$14K	Hold	234	–	–	0.01%	426
2019 Q3	$13K	Hold	234	–	–	0.01%	427
2019 Q2	$13K	Hold	234	–	–	0.01%	408
2019 Q1	$13K	Buy	+234	New	+$12.3K	﹤0.01%	853

Other funds holding ICF

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 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

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

Weaver Consulting Group's ICF Position: Q3 2020 in Review

Weaver Consulting Group sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2020, closing a stake of 134 shares — an estimated $7K sold.

Weaver Consulting Group first reported a position in ICF in Q1 2019 and held it in 6 quarters. The position peaked at $14K in Q4 2019. 293 funds tracked by Wall St. Rank hold ICF as of Q3 2020.

Weaver Consulting Group reported no remaining iShares Select U.S. REIT ETF position as of Q3 2020 after selling out during the quarter.
Weaver Consulting Group sold 134 iShares Select U.S. REIT ETF shares in Q3 2020, an estimated $7K.
Weaver Consulting Group first reported a position in iShares Select U.S. REIT ETF in Q1 2019 and held it in 6 quarters.
Weaver Consulting Group's iShares Select U.S. REIT ETF position peaked at $14K in Q4 2019.
293 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2020.

Based on Weaver Consulting Group's 13F filing for Q3 2020, filed 28 Oct 2020.