Financial Engines Advisors
USRT icon

Financial Engines Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Financial Engines Advisors’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
2024
Q1 		– Sell
-3,933
Closed -$214K – 358
2023
Q4 		$214K Buy
+3,933
New +$192K ﹤0.01% 301
2023
Q1 		– Sell
-4,550
Closed -$225K – 309
2022
Q4 		$225K Buy
+4,550
New +$225K ﹤0.01% 270

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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors's USRT Position: Q1 2024 in Review

Financial Engines Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 3,933 shares — an estimated $214K sold.

Financial Engines Advisors first reported a position in USRT in Q4 2022 and held it in 2 quarters. The position peaked at $225K in Q4 2022. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Financial Engines Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 3,933 iShares Core US REIT ETF shares in Q1 2024, an estimated $214K.
  • Financial Engines Advisors first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 2 quarters.
  • Financial Engines Advisors's iShares Core US REIT ETF position peaked at $225K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Financial Engines Advisors's 13F filing for Q1 2024, filed 13 May 2024.