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USRT icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

MCF Advisors's USRT Position: Q4 2025 in Review

MCF Advisors sold out of iShares Core US REIT ETF (USRT) in Q4 2025, closing a stake of 47 shares — an estimated $2.76K sold.

MCF Advisors first reported a position in USRT in Q4 2018 and held it in 12 quarters. The position peaked at $974K in Q4 2020. 389 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

  • MCF Advisors reported no remaining iShares Core US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • MCF Advisors sold 47 iShares Core US REIT ETF shares in Q4 2025, an estimated $2.76K.
  • MCF Advisors first reported a position in iShares Core US REIT ETF in Q4 2018 and held it in 12 quarters.
  • MCF Advisors's iShares Core US REIT ETF position peaked at $974K in Q4 2020.
  • 389 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on MCF Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.