WFS
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Widmann Financial Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-1,936
Closed -$147K – 249
2021
Q4 		$147K Buy
+1,936
New +$137K 0.12% 99

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Widmann Financial Services's ICF Position: Q1 2022 in Review

Widmann Financial Services sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2022, closing a stake of 1,936 shares — an estimated $147K sold.

Widmann Financial Services first reported a position in ICF in Q4 2021 and held it in 1 quarter. The position peaked at $147K in Q4 2021. 399 funds tracked by Wall St. Rank hold ICF as of Q1 2022.

  • Widmann Financial Services reported no remaining iShares Select U.S. REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 1,936 iShares Select U.S. REIT ETF shares in Q1 2022, an estimated $147K.
  • Widmann Financial Services first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's iShares Select U.S. REIT ETF position peaked at $147K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.