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 Q3	–	Sell	-118	Closed	-$7.86K	–	1248
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%	+$9.6K	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

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

MCF Advisors's USRT Position: Q3 2026 in Review

MCF Advisors sold out of iShares Core US REIT ETF (USRT) in Q3 2026, closing a stake of 118 shares — an estimated $7.86K sold.

MCF Advisors first reported a position in USRT in Q4 2018 and held it in 13 quarters. The position peaked at $974K in Q4 2020. 193 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

MCF Advisors reported no remaining iShares Core US REIT ETF position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 118 iShares Core US REIT ETF shares in Q3 2026, an estimated $7.86K.
MCF Advisors first reported a position in iShares Core US REIT ETF in Q4 2018 and held it in 13 quarters.
MCF Advisors's iShares Core US REIT ETF position peaked at $974K in Q4 2020.
193 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.