EVM
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Eaton Vance Management’s iShares Core US REIT ETF USRT Stock Holding History

Eaton Vance Management’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
-100
Closed -$7K – 2676
2021
Q4 		$7K Hold
100
– – ﹤0.01% 2602
2021
Q3 		$0 Hold
100
– – ﹤0.01% 2690
2021
Q2 		$6K Hold
100
– – ﹤0.01% 2624
2021
Q1 		$5K Buy
+100
New +$5.03K ﹤0.01% 2623

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CSIA
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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Eaton Vance Management's USRT Position: Q1 2022 in Review

Eaton Vance Management sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 100 shares — an estimated $7K sold.

Eaton Vance Management first reported a position in USRT in Q1 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • Eaton Vance Management reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 100 iShares Core US REIT ETF shares in Q1 2022, an estimated $7K.
  • Eaton Vance Management first reported a position in iShares Core US REIT ETF in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's iShares Core US REIT ETF position peaked at $7K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.