MWM
USRT icon

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

McNaughton 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
Q4 		– Sell
-23,554
Closed -$1.03M – 52
2020
Q3 		$1.03M Sell
23,554
-32,113
-58% -$1.43M 0.9% 28
2020
Q2 		$2.42M Sell
55,667
-22,000
-28% -$923K 2.24% 13
2020
Q1 		$3.04M Buy
77,667
+14,707
+23% +$751K 3.25% 9
2019
Q4 		$3.44M Buy
+62,960
New +$3.47M 3.2% 10

Other funds holding USRT

BlackRock
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McNaughton Wealth Management's USRT Position: Q4 2020 in Review

McNaughton Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q4 2020, closing a stake of 23,554 shares — an estimated $1.03M sold.

McNaughton Wealth Management first reported a position in USRT in Q4 2019 and held it in 4 quarters. The position peaked at $3.44M in Q4 2019. 207 funds tracked by Wall St. Rank hold USRT as of Q4 2020.

  • McNaughton Wealth Management reported no remaining iShares Core US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • McNaughton Wealth Management sold 23,554 iShares Core US REIT ETF shares in Q4 2020, an estimated $1.03M.
  • McNaughton Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 4 quarters.
  • McNaughton Wealth Management's iShares Core US REIT ETF position peaked at $3.44M in Q4 2019.
  • 207 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2020.

Based on McNaughton Wealth Management's 13F filing for Q4 2020, filed 26 Feb 2021.