McKinley Carter Wealth Services’s iShares Core US REIT ETF USRT Stock Holding History

McKinley Carter Wealth Services’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	-3,584	Closed	-$232K	–	302
2022 Q1	$232K	Sell	3,584 -269	-7%	-$16.9K	0.02%	269
2021 Q4	$260K	Sell	3,853 -3,132	-45%	-$199K	0.02%	257
2021 Q3	$410K	Sell	6,985 -1,793	-20%	-$109K	0.03%	206
2021 Q2	$512K	Sell	8,778 -1,682	-16%	-$95.5K	0.04%	183
2021 Q1	$548K	Sell	10,460 -5,062	-33%	-$255K	0.05%	178
2020 Q4	$751K	Buy	+15,522	New	+$724K	0.1%	141

Other funds holding USRT

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

McKinley Carter Wealth Services's USRT Position: Q2 2022 in Review

McKinley Carter Wealth Services sold out of iShares Core US REIT ETF (USRT) in Q2 2022, closing a stake of 3,584 shares — an estimated $232K sold.

McKinley Carter Wealth Services first reported a position in USRT in Q4 2020 and held it in 6 quarters. The position peaked at $751K in Q4 2020. 298 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

McKinley Carter Wealth Services reported no remaining iShares Core US REIT ETF position as of Q2 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,584 iShares Core US REIT ETF shares in Q2 2022, an estimated $232K.
McKinley Carter Wealth Services first reported a position in iShares Core US REIT ETF in Q4 2020 and held it in 6 quarters.
McKinley Carter Wealth Services's iShares Core US REIT ETF position peaked at $751K in Q4 2020.
298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2022, filed 15 Jul 2022.