MOS
USRT icon

MGO One Seven’s iShares Core US REIT ETF USRT Stock Holding History

MGO One Seven’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
2025
Q1 		– Sell
-3,499
Closed -$201K – 1192
2024
Q4 		$201K Buy
3,499
+55
+2% +$3.31K 0.01% 1015
2024
Q3 		$212K Buy
+3,444
New +$201K 0.01% 926
2020
Q3 		– Sell
-7,592
Closed -$330K – 494
2020
Q2 		$330K Sell
7,592
-1,141
-13% -$47.9K 0.09% 309
2020
Q1 		$342K Buy
+8,733
New +$446K 0.12% 251

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MGO One Seven's USRT Position: Q1 2025 in Review

MGO One Seven sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 3,499 shares — an estimated $201K sold.

MGO One Seven first reported a position in USRT in Q1 2020 and held it in 4 quarters. The position peaked at $342K in Q1 2020. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • MGO One Seven reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • MGO One Seven sold 3,499 iShares Core US REIT ETF shares in Q1 2025, an estimated $201K.
  • MGO One Seven first reported a position in iShares Core US REIT ETF in Q1 2020 and held it in 4 quarters.
  • MGO One Seven's iShares Core US REIT ETF position peaked at $342K in Q1 2020.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on MGO One Seven's 13F filing for Q1 2025, filed 8 May 2025.