CF
USRT icon

Copperwynd Financial’s iShares Core US REIT ETF USRT Stock Holding History

Copperwynd Financial’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
-68,400
Closed -$3.54M – 107
2019
Q1 		$3.54M Buy
+68,400
New +$3.39M 2.12% 14
2018
Q3 		– Sell
-52,059
Closed -$2.56M – 103
2018
Q2 		$2.56M Buy
+52,059
New +$2.43M 1.8% 17

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Copperwynd Financial's USRT Position: Q2 2019 in Review

Copperwynd Financial sold out of iShares Core US REIT ETF (USRT) in Q2 2019, closing a stake of 68,400 shares — an estimated $3.54M sold.

Copperwynd Financial first reported a position in USRT in Q2 2018 and held it in 2 quarters. The position peaked at $3.54M in Q1 2019. 164 funds tracked by Wall St. Rank hold USRT as of Q2 2019.

  • Copperwynd Financial reported no remaining iShares Core US REIT ETF position as of Q2 2019 after selling out during the quarter.
  • Copperwynd Financial sold 68,400 iShares Core US REIT ETF shares in Q2 2019, an estimated $3.54M.
  • Copperwynd Financial first reported a position in iShares Core US REIT ETF in Q2 2018 and held it in 2 quarters.
  • Copperwynd Financial's iShares Core US REIT ETF position peaked at $3.54M in Q1 2019.
  • 164 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2019.

Based on Copperwynd Financial's 13F filing for Q2 2019, filed 7 Aug 2019.