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Catalyst Private Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-99
Closed -$4K – 271
2020
Q3 		$4K Buy
+99
New +$4.42K ﹤0.01% 252

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Catalyst Private Wealth's USRT Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares Core US REIT ETF (USRT) in Q4 2020, closing a stake of 99 shares — an estimated $4K sold.

Catalyst Private Wealth first reported a position in USRT in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 207 funds tracked by Wall St. Rank hold USRT as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares Core US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 99 iShares Core US REIT ETF shares in Q4 2020, an estimated $4K.
  • Catalyst Private Wealth first reported a position in iShares Core US REIT ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares Core US REIT ETF position peaked at $4K in Q3 2020.
  • 207 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.