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WestHill Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

WestHill Financial 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
Q1 		$0 Hold
1
– – ﹤0.01% 87
2020
Q4 		$0 Buy
+1
New +$53 ﹤0.01% 85

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

WestHill Financial Advisors's ICF Position: Q1 2021 in Review

WestHill Financial Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q1 2021 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #87.

WestHill Financial Advisors first reported a position in ICF in Q4 2020 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold ICF as of Q1 2021.

  • WestHill Financial Advisors held 1 share of iShares Select U.S. REIT ETF worth $0 as of Q1 2021.
  • WestHill Financial Advisors left its iShares Select U.S. REIT ETF share count unchanged in Q1 2021.
  • iShares Select U.S. REIT ETF made up ﹤0.01% of WestHill Financial Advisors's portfolio in Q1 2021, its #87 holding.
  • WestHill Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2021.

Based on WestHill Financial Advisors's 13F filing for Q1 2021, filed 13 Oct 2021.