CAC
USRT icon

Certified Advisory Corp’s iShares Core US REIT ETF USRT Stock Holding History

Certified Advisory Corp’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
Q1 		– Sell
-1,136
Closed -$62K – 838
2019
Q4 		$62K Buy
1,136
+669
+143% +$36.8K 0.02% 289
2019
Q3 		$26K Buy
467
+307
+192% +$16.5K 0.01% 433
2019
Q2 		$8K Buy
+160
New +$8.33K ﹤0.01% 627

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Certified Advisory Corp's USRT Position: Q1 2020 in Review

Certified Advisory Corp sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 1,136 shares — an estimated $62K sold.

Certified Advisory Corp first reported a position in USRT in Q2 2019 and held it in 3 quarters. The position peaked at $62K in Q4 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Certified Advisory Corp reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Certified Advisory Corp sold 1,136 iShares Core US REIT ETF shares in Q1 2020, an estimated $62K.
  • Certified Advisory Corp first reported a position in iShares Core US REIT ETF in Q2 2019 and held it in 3 quarters.
  • Certified Advisory Corp's iShares Core US REIT ETF position peaked at $62K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Certified Advisory Corp's 13F filing for Q1 2020, filed 27 Apr 2020.