Financial Advocates Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Financial Advocates Investment 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
2021 Q1	–	Sell	-8,570	Closed	-$726K	–	804
2020 Q4	$726K	Buy	+8,570	New	+$400K	0.05%	371
2020 Q3	–	Sell	-12,391	Closed	-$532K	–	688
2020 Q2	$532K	Buy	+12,391	New	+$520K	0.05%	347
2018 Q4	–	Sell	-50	Closed	-$2K	–	506
2018 Q3	$2K	Buy	+50	New	+$2.49K	﹤0.01%	501

Other funds holding USRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CSIA

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return

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

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

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Advocates Investment Management's USRT Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of iShares Core US REIT ETF (USRT) in Q1 2021, closing a stake of 8,570 shares — an estimated $726K sold.

Financial Advocates Investment Management first reported a position in USRT in Q3 2018 and held it in 3 quarters. The position peaked at $726K in Q4 2020. 213 funds tracked by Wall St. Rank hold USRT as of Q1 2021.

Financial Advocates Investment Management reported no remaining iShares Core US REIT ETF position as of Q1 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 8,570 iShares Core US REIT ETF shares in Q1 2021, an estimated $726K.
Financial Advocates Investment Management first reported a position in iShares Core US REIT ETF in Q3 2018 and held it in 3 quarters.
Financial Advocates Investment Management's iShares Core US REIT ETF position peaked at $726K in Q4 2020.
213 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.