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Brio Consultants’s iShares Core US REIT ETF USRT Stock Holding History

Brio Consultants’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
2019
Q2 		– Sell
-2,754
Closed -$142K – 73
2019
Q1 		$142K Buy
+2,754
New +$136K 0.06% 67

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Brio Consultants's USRT Position: Q2 2019 in Review

Brio Consultants sold out of iShares Core US REIT ETF (USRT) in Q2 2019, closing a stake of 2,754 shares — an estimated $142K sold.

Brio Consultants first reported a position in USRT in Q1 2019 and held it in 1 quarter. The position peaked at $142K in Q1 2019. 164 funds tracked by Wall St. Rank hold USRT as of Q2 2019.

  • Brio Consultants reported no remaining iShares Core US REIT ETF position as of Q2 2019 after selling out during the quarter.
  • Brio Consultants sold 2,754 iShares Core US REIT ETF shares in Q2 2019, an estimated $142K.
  • Brio Consultants first reported a position in iShares Core US REIT ETF in Q1 2019 and held it in 1 quarter.
  • Brio Consultants's iShares Core US REIT ETF position peaked at $142K in Q1 2019.
  • 164 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2019.

Based on Brio Consultants's 13F filing for Q2 2019, filed 17 Jul 2019.