Mid Atlantic Financial Management’s iShares Core US REIT ETF USRT Stock Holding History

Mid Atlantic Financial 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 Q3	$308K	Buy	+5,259	New	+$320K	0.02%	653

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

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

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

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

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

Mid Atlantic Financial Management's USRT Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in iShares Core US REIT ETF (USRT) in Q3 2021: 5,259 shares worth $308K. The stake represents 0.02% of the portfolio and ranks #653 among its holdings.

235 funds tracked by Wall St. Rank hold USRT as of Q3 2021.

Mid Atlantic Financial Management held 5,259 shares of iShares Core US REIT ETF worth $308K as of Q3 2021.
iShares Core US REIT ETF was a new Mid Atlantic Financial Management position in Q3 2021.
iShares Core US REIT ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #653 holding.
235 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.