FVWA
USRT icon

Foster Victor Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Foster Victor Wealth 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
2020
Q2 		– Sell
-58,233
Closed -$2.31M – 133
2020
Q1 		$2.31M Buy
58,233
+10,806
+23% +$552K 1.01% 41
2019
Q4 		$2.56M Buy
+47,427
New +$2.61M 1.11% 33

Other funds holding USRT

BlackRock
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
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Foster Victor Wealth Advisors's USRT Position: Q2 2020 in Review

Foster Victor Wealth Advisors sold out of iShares Core US REIT ETF (USRT) in Q2 2020, closing a stake of 58,233 shares — an estimated $2.31M sold.

Foster Victor Wealth Advisors first reported a position in USRT in Q4 2019 and held it in 2 quarters. The position peaked at $2.56M in Q4 2019. 188 funds tracked by Wall St. Rank hold USRT as of Q2 2020.

  • Foster Victor Wealth Advisors reported no remaining iShares Core US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 58,233 iShares Core US REIT ETF shares in Q2 2020, an estimated $2.31M.
  • Foster Victor Wealth Advisors first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 2 quarters.
  • Foster Victor Wealth Advisors's iShares Core US REIT ETF position peaked at $2.56M in Q4 2019.
  • 188 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2020.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2020, filed 3 Aug 2020.