FCG
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Financial Connections Group’s iShares Core US REIT ETF USRT Stock Holding History

Financial Connections Group’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
-28
Closed -$1K – 303
2021
Q4 		$1K Buy
+28
New +$1.78K ﹤0.01% 288

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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

Financial Connections Group's USRT Position: Q1 2022 in Review

Financial Connections Group sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 28 shares — an estimated $1K sold.

Financial Connections Group first reported a position in USRT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • Financial Connections Group reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Connections Group sold 28 iShares Core US REIT ETF shares in Q1 2022, an estimated $1K.
  • Financial Connections Group first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 1 quarter.
  • Financial Connections Group's iShares Core US REIT ETF position peaked at $1K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Financial Connections Group's 13F filing for Q1 2022, filed 29 Apr 2022.