Mercer Global Advisors’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
34,215
-9,783
| -22% | -$553K | ﹤0.01% | 874 |
|
|
2025
Q1 | $2.53M | Sell |
43,998
-6,100
| -12% | -$351K | 0.01% | 757 |
|
|
2024
Q4 | $2.87M | Sell |
50,098
-17,715
| -26% | -$1.02M | 0.01% | 711 |
|
|
2024
Q3 | $4.15M | Sell |
67,813
-8,313
| -11% | -$509K | 0.01% | 547 |
|
|
2024
Q2 | $4.02M | Sell |
76,126
-146
| -0.2% | -$7.72K | 0.01% | 508 |
|
|
2024
Q1 | $4.1M | Buy |
76,272
+1,488
| +2% | +$80K | 0.01% | 518 |
|
|
2023
Q4 | $4.06M | Buy |
74,784
+1,690
| +2% | +$91.8K | 0.01% | 531 |
|
|
2023
Q3 | $3.45M | Buy |
73,094
+3,372
| +5% | +$159K | 0.01% | 534 |
|
|
2023
Q2 | $3.58M | Sell |
69,722
-5,054
| -7% | -$260K | 0.01% | 543 |
|
|
2023
Q1 | $3.77M | Sell |
74,776
-17,508
| -19% | -$882K | 0.02% | 495 |
|
|
2022
Q4 | $4.56M | Buy |
92,284
+13,565
| +17% | +$671K | 0.02% | 454 |
|
|
2022
Q3 | $3.74M | Buy |
78,719
+15,113
| +24% | +$718K | 0.02% | 462 |
|
|
2022
Q2 | $3.4M | Sell |
63,606
-3,529
| -5% | -$188K | 0.02% | 478 |
|
|
2022
Q1 | $4.34M | Sell |
67,135
-8,476
| -11% | -$548K | 0.03% | 424 |
|
|
2021
Q4 | $5.11M | Buy |
75,611
+11,227
| +17% | +$759K | 0.03% | 365 |
|
|
2021
Q3 | $3.78M | Buy |
64,384
+132
| +0.2% | +$7.74K | 0.03% | 426 |
|
|
2021
Q2 | $3.75M | Sell |
64,252
-9,692
| -13% | -$565K | 0.03% | 392 |
|
|
2021
Q1 | $3.88M | Sell |
73,944
-8,100
| -10% | -$424K | 0.04% | 350 |
|
|
2020
Q4 | $3.97M | Sell |
82,044
-17,262
| -17% | -$836K | 0.05% | 265 |
|
|
2020
Q3 | $4.34M | Buy |
99,306
+6,610
| +7% | +$289K | 0.07% | 218 |
|
|
2020
Q2 | $4.03M | Sell |
92,696
-35,776
| -28% | -$1.56M | 0.07% | 195 |
|
|
2020
Q1 | $5.03M | Sell |
128,472
-6,142
| -5% | -$241K | 0.11% | 159 |
|
|
2019
Q4 | $7.35M | Buy |
134,614
+95,446
| +244% | +$5.21M | 0.15% | 125 |
|
|
2019
Q3 | $2.18M | Sell |
39,168
-4,523
| -10% | -$251K | 0.05% | 290 |
|
|
2019
Q2 | $2.27M | Buy |
43,691
+21,882
| +100% | +$1.14M | 0.06% | 260 |
|
|
2019
Q1 | $1.13M | Buy |
+21,809
| New | +$1.13M | 0.04% | 379 |
|