MMM
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Mendel Money Management’s iShares Core US REIT ETF USRT Stock Holding History

Mendel Money 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
2021
Q4 		– Sell
-4,158
Closed -$244K – 70
2021
Q3 		$244K Sell
4,158
-108
-3% -$6.57K 0.15% 66
2021
Q2 		$249K Sell
4,266
-137
-3% -$7.78K 0.16% 66
2021
Q1 		$231K Sell
4,403
-36
-0.8% -$1.81K 0.15% 63
2020
Q4 		$215K Buy
+4,439
New +$207K 0.15% 63

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Mendel Money Management's USRT Position: Q4 2021 in Review

Mendel Money Management sold out of iShares Core US REIT ETF (USRT) in Q4 2021, closing a stake of 4,158 shares — an estimated $244K sold.

Mendel Money Management first reported a position in USRT in Q4 2020 and held it in 4 quarters. The position peaked at $249K in Q2 2021. 287 funds tracked by Wall St. Rank hold USRT as of Q4 2021.

  • Mendel Money Management reported no remaining iShares Core US REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Mendel Money Management sold 4,158 iShares Core US REIT ETF shares in Q4 2021, an estimated $244K.
  • Mendel Money Management first reported a position in iShares Core US REIT ETF in Q4 2020 and held it in 4 quarters.
  • Mendel Money Management's iShares Core US REIT ETF position peaked at $249K in Q2 2021.
  • 287 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2021.

Based on Mendel Money Management's 13F filing for Q4 2021, filed 14 Feb 2022.