Evermay Wealth Management LLC Lowers Holdings in iShares Select U.S. REIT ETF $ICF

Evermay Wealth Management LLC decreased its stake in shares of iShares Select U.S. REIT ETF (BATS:ICF) by 64.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,873 shares of the company’s stock after selling 5,295 shares during the quarter. Evermay Wealth Management LLC’s holdings in iShares Select U.S. REIT ETF were worth $176,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. HBW Advisory Services LLC purchased a new position in iShares Select U.S. REIT ETF during the second quarter valued at $26,000. Millstone Evans Group LLC raised its stake in iShares Select U.S. REIT ETF by 441.7% during the first quarter. Millstone Evans Group LLC now owns 520 shares of the company’s stock valued at $32,000 after buying an additional 424 shares during the last quarter. CX Institutional raised its stake in iShares Select U.S. REIT ETF by 360.3% during the second quarter. CX Institutional now owns 718 shares of the company’s stock valued at $44,000 after buying an additional 562 shares during the last quarter. Whittier Trust Co. of Nevada Inc. raised its stake in iShares Select U.S. REIT ETF by 506.1% during the first quarter. Whittier Trust Co. of Nevada Inc. now owns 800 shares of the company’s stock valued at $49,000 after buying an additional 668 shares during the last quarter. Finally, Tompkins Financial Corp raised its stake in iShares Select U.S. REIT ETF by 161.3% during the second quarter. Tompkins Financial Corp now owns 951 shares of the company’s stock valued at $58,000 after buying an additional 587 shares during the last quarter.

iShares Select U.S. REIT ETF Trading Up 5.7%

Shares of BATS:ICF opened at $62.52 on Tuesday. The stock has a fifty day simple moving average of $61.03 and a two-hundred day simple moving average of $60.80. The stock has a market capitalization of $1.97 billion, a price-to-earnings ratio of 35.35 and a beta of 0.97. iShares Select U.S. REIT ETF has a 12-month low of $52.76 and a 12-month high of $67.57.

iShares Select U.S. REIT ETF Company Profile

iShares Cohen & Steers REIT ETF (the Fund), formerly iShares Cohen & Steers Realty Majors Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Cohen & Steers Realty Majors Index (the Index). The Index consists of selected real estate investment trusts (REITs).