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

Herold 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
2022
Q2 		– Sell
-785
Closed -$50.8K – 649
2022
Q1 		$50.8K Buy
+785
New +$49.3K 0.02% 377
2021
Q4 		– Sell
-500
Closed -$29K – 625
2021
Q3 		$29K Buy
+500
New +$30.4K 0.01% 462

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

Herold Advisors's USRT Position: Q2 2022 in Review

Herold Advisors sold out of iShares Core US REIT ETF (USRT) in Q2 2022, closing a stake of 785 shares — an estimated $50.8K sold.

Herold Advisors first reported a position in USRT in Q3 2021 and held it in 2 quarters. The position peaked at $50.8K in Q1 2022. 298 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

  • Herold Advisors reported no remaining iShares Core US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 785 iShares Core US REIT ETF shares in Q2 2022, an estimated $50.8K.
  • Herold Advisors first reported a position in iShares Core US REIT ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares Core US REIT ETF position peaked at $50.8K in Q1 2022.
  • 298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.