Acorn Financial Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History

Acorn Financial Advisory Services’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,600	Closed	-$214K	–	256
2023 Q3	$214K	Hold	4,600	–	–	0.04%	230
2023 Q2	$236K	Sell	4,600 -140	-3%	-$7.01K	0.04%	220
2023 Q1	$239K	Sell	4,740 -164	-3%	-$8.49K	0.05%	203
2022 Q4	$243K	Buy	4,904 +11	+0.2%	+$545	0.05%	190
2022 Q3	$233K	Sell	4,893 -139	-3%	-$7.65K	0.06%	185
2022 Q2	$266K	Sell	5,032 -1,162	-19%	-$68.3K	0.06%	172
2022 Q1	$400K	Buy	6,194 +95	+2%	+$5.97K	0.08%	156
2021 Q4	$411K	Sell	6,099 -28	-0.5%	-$1.78K	0.08%	153
2021 Q3	$359K	Sell	6,127 -217	-3%	-$13.2K	0.11%	159
2021 Q2	$372K	Buy	+6,344	New	+$360K	0.11%	172
2021 Q1	–	Sell	-6,257	Closed	-$302K	–	226
2020 Q4	$302K	Sell	6,257 -164	-3%	-$7.65K	0.12%	175
2020 Q3	$279K	Hold	6,421	–	–	0.15%	166
2020 Q2	$279K	Sell	6,421 -1,131	-15%	-$47.5K	0.19%	154
2020 Q1	$296K	Sell	7,552 -134	-2%	-$6.84K	0.29%	118
2019 Q4	$417K	Buy	+7,686	New	+$423K	0.35%	98

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Acorn Financial Advisory Services's USRT Position: Q4 2023 in Review

Acorn Financial Advisory Services sold out of iShares Core US REIT ETF (USRT) in Q4 2023, closing a stake of 4,600 shares — an estimated $214K sold.

Acorn Financial Advisory Services first reported a position in USRT in Q4 2019 and held it in 15 quarters. The position peaked at $417K in Q4 2019. 344 funds tracked by Wall St. Rank hold USRT as of Q4 2023.

Acorn Financial Advisory Services reported no remaining iShares Core US REIT ETF position as of Q4 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 4,600 iShares Core US REIT ETF shares in Q4 2023, an estimated $214K.
Acorn Financial Advisory Services first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 15 quarters.
Acorn Financial Advisory Services's iShares Core US REIT ETF position peaked at $417K in Q4 2019.
344 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2023, filed 17 Jan 2024.