D. Scott Neal’s iShares Core US REIT ETF USRT Stock Holding History

D. Scott Neal’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	-32,512	Closed	-$1.77M	–	43
2019 Q4	$1.77M	Buy	+32,512	New	+$1.79M	0.86%	15
2019 Q2	–	Sell	-4,522	Closed	-$234K	–	36
2019 Q1	$234K	Hold	4,522	–	–	0.12%	26
2018 Q4	$203K	Hold	4,522	–	–	0.11%	27
2018 Q3	$219K	Hold	4,522	–	–	0.11%	33
2018 Q2	$222K	Buy	4,522 +221	+5%	+$10.3K	0.12%	33
2018 Q1	$194K	Sell	4,301 -18,548	-81%	-$849K	0.11%	39
2017 Q4	$1.13M	Buy	+22,849	New	+$1.14M	0.68%	21

Other funds holding USRT

CSIA

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

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

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

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

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D. Scott Neal's USRT Position: Q1 2020 in Review

D. Scott Neal sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 32,512 shares — an estimated $1.77M sold.

D. Scott Neal first reported a position in USRT in Q4 2017 and held it in 7 quarters. The position peaked at $1.77M in Q4 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

D. Scott Neal reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
D. Scott Neal sold 32,512 iShares Core US REIT ETF shares in Q1 2020, an estimated $1.77M.
D. Scott Neal first reported a position in iShares Core US REIT ETF in Q4 2017 and held it in 7 quarters.
D. Scott Neal's iShares Core US REIT ETF position peaked at $1.77M in Q4 2019.
205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on D. Scott Neal's 13F filing for Q1 2020, filed 27 Apr 2020.