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

MCF 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
2026 Q2	$7.86K	Buy	+118	New	+$7.6K	﹤0.01%	1089
2025 Q4	–	Sell	-47	Closed	-$2.76K	–	1184
2025 Q3	$2.76K	Buy	+47	New	+$2.7K	﹤0.01%	870
2023 Q3	–	Sell	-7,659	Closed	-$394K	–	950
2023 Q2	$394K	Buy	7,659 +191	+3%	+$9.56K	0.04%	147
2023 Q1	$376K	Buy	+7,468	New	+$387K	0.04%	148
2021 Q1	–	Sell	-20,116	Closed	-$974K	–	577
2020 Q4	$974K	Buy	20,116 +78	+0.4%	+$3.64K	0.12%	48
2020 Q3	$876K	Buy	20,038 +496	+3%	+$22.1K	0.12%	48
2020 Q2	$850K	Sell	19,542 -498	-2%	-$20.9K	0.12%	45
2020 Q1	$785K	Buy	20,040 +3,535	+21%	+$180K	0.13%	51
2019 Q4	$901K	Hold	16,505	–	–	0.14%	61
2019 Q3	$917K	Hold	16,505	–	–	0.15%	55
2019 Q2	$859K	Buy	16,505 +389	+2%	+$20.3K	0.14%	58
2019 Q1	$834K	Buy	16,116 +3,478	+28%	+$172K	0.14%	55
2018 Q4	$567K	Buy	+12,638	New	+$599K	0.11%	69

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MCF Advisors's USRT Position: Q2 2026 in Review

MCF Advisors opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 118 shares worth $7.86K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings. This is a return to the name: MCF Advisors previously reported a position in USRT as recently as Q3 2025.

MCF Advisors first reported a position in USRT in Q4 2018 and has held it in 13 quarters since. The position peaked at $974K in Q4 2020. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

MCF Advisors held 118 shares of iShares Core US REIT ETF worth $7.86K as of Q2 2026.
iShares Core US REIT ETF was a new MCF Advisors position in Q2 2026.
iShares Core US REIT ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #1089 holding.
MCF Advisors first reported a position in iShares Core US REIT ETF in Q4 2018 and has held it in 13 quarters since.
MCF Advisors's iShares Core US REIT ETF position peaked at $974K in Q4 2020.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.