Comprehensive Financial Consultants Institutional’s iShares Core US REIT ETF USRT Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-27	Closed	-$1K	–	478
2021 Q4	$1K	Buy	+27	New	+$1.72K	﹤0.01%	473

Other funds holding USRT

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

CSIA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

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

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

Comprehensive Financial Consultants Institutional's USRT Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 27 shares — an estimated $1K sold.

Comprehensive Financial Consultants Institutional first reported a position in USRT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 27 iShares Core US REIT ETF shares in Q1 2022, an estimated $1K.
Comprehensive Financial Consultants Institutional first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares Core US REIT ETF position peaked at $1K in Q4 2021.
293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.