EWM
USRT icon

Empirical Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Empirical Wealth 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
Q2 		– Sell
-3,192
Closed -$206K – 532
2022
Q1 		$206K Buy
+3,192
New +$200K 0.01% 470

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MG
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US Bancorp
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Morgan Stanley
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Thrivent Financial for Lutherans
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PNC Financial Services Group
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CL
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Empirical Wealth Management's USRT Position: Q2 2022 in Review

Empirical Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q2 2022, closing a stake of 3,192 shares — an estimated $206K sold.

Empirical Wealth Management first reported a position in USRT in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 298 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

  • Empirical Wealth Management reported no remaining iShares Core US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 3,192 iShares Core US REIT ETF shares in Q2 2022, an estimated $206K.
  • Empirical Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2022 and held it in 1 quarter.
  • Empirical Wealth Management's iShares Core US REIT ETF position peaked at $206K in Q1 2022.
  • 298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.