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Litman Gregory Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Litman Gregory Wealth 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
2020
Q1 		– Sell
-127
Closed -$7K – 209
2019
Q4 		$7K Buy
+127
New +$6.99K ﹤0.01% 161

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Litman Gregory Wealth Management's USRT Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 127 shares — an estimated $7K sold.

Litman Gregory Wealth Management first reported a position in USRT in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 127 iShares Core US REIT ETF shares in Q1 2020, an estimated $7K.
  • Litman Gregory Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's iShares Core US REIT ETF position peaked at $7K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.