EW
USRT icon

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

Evoke Wealth’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
2023
Q4 		– Sell
-6,275
Closed -$300K – 332
2023
Q3 		$300K Buy
+6,275
New +$321K 0.01% 295
2022
Q4 		– Sell
-323
Closed -$15K – 1099
2022
Q3 		$15K Buy
+323
New +$17.8K ﹤0.01% 690

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Evoke Wealth's USRT Position: Q4 2023 in Review

Evoke Wealth sold out of iShares Core US REIT ETF (USRT) in Q4 2023, closing a stake of 6,275 shares — an estimated $300K sold.

Evoke Wealth first reported a position in USRT in Q3 2022 and held it in 2 quarters. The position peaked at $300K in Q3 2023. 344 funds tracked by Wall St. Rank hold USRT as of Q4 2023.

  • Evoke Wealth reported no remaining iShares Core US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Evoke Wealth sold 6,275 iShares Core US REIT ETF shares in Q4 2023, an estimated $300K.
  • Evoke Wealth first reported a position in iShares Core US REIT ETF in Q3 2022 and held it in 2 quarters.
  • Evoke Wealth's iShares Core US REIT ETF position peaked at $300K in Q3 2023.
  • 344 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2023.

Based on Evoke Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.